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.