Customer Users

Navigation:  Customer >

Customer Users

Previous pageReturn to chapter overviewNext page

The Customer Users menu option provides a way to create or edit specific access levels for Customer Users as needed.  Customer Users are added in a similar process to creating Company Users.

1. Select the Customer Users menu option or hyperlink and the user is sent to the Customer User List page.

Note: Company Users are the internal warehouse users.

Customer-Users-TopView

This page allows users to View, Add, Edit, Delete, Close and Activate Customer Users.  To View Users by Customer:

1.Select a Customer from the Choose a Customer drop down menu.

2.Select Show Inactives box to display Inactive users in result list.

3.Select Refresh Grid button.

4.View existing Supplier Contact information displayed in the grid.

Customer-Users-UserList

To Close out of the Customer User Page and return to the Customer Main Page:

1. Select the Close button. The user is taken back to the Customer Main Page.

Customer-Users-Close

Activating an existing Customer User will update the creation date for old users and reactivate inactive users. To Activate an existing Customer:

1.Select a Customer from the Choose a Customer drop down menu.

2.Highlight the Customer User to Activate.

The page will refresh and the user remains on the Customer User List Page.

Customer-Users-CloseButtonAgain