Security - Contacts


 Overview

Security Roles can be created and assigned to users to control their level of access. Each variable controls a specific section, panel or action.


Adding Contacts to Roles

Step     Action

  1.       Select {Contacts} on the right-hand side of screen to auto scroll to Contacts.

            section.

  2.       Select {Add} under Contacts. An Add Contacts modal window will open.

  3.       Select customers to be included by checking boxes to the left of customer name.

            All entries can be selected by checking box above Customer.

  4.       Select {Save}.  A results window will pop-up to indicate the selected contacts have

           been added to the security role.   


Removing Contacts from Roles

Step     Action

  1.       Select {Contacts} on the right-hand side of screen to auto scroll to Contacts

             section.

  2.       Select entries under Contacts to be removed by checking boxes on the left-hand

            side. All entries can be removed by checking box to left of {Add} under Contacts .    

  3.       Select {Remove}. A results window will pop-up to indicate the selected contacts have

            been removed.