Give users the right level of access to the processes they need. You can edit permissions and add or remove users to easily manage your team’s access to Business Center.
Click on “Administration” from the top navigation bar and select “Manage Users” from the drop-down menu.
To fill in the fields, you can copy permissions from an existing user or specify them manually. If you decide to fill in the fields with new information, begin by selecting what user access role this person will need.
Select the permission template to modify, choose permissions to be saved for this template, and click on “Save Template.”
Click on “Administration” from the top navigation bar and select “Manage Users” from the drop-down menu.
To add a new Business Center user, click the “Add a User” button on the top right of your screen.
To fill in the fields, you can copy permissions from an existing user or specify them manually. If you decide to fill in the fields with new information, begin by selecting what user access role this person will need.
Complete the User Information and User Permissions fields and click “Save User.”
Select the permission template to modify, choose permissions to be saved for this template, and click on “Save Template.”