Users Tab

See Assigning Users and Roles to Management Records to determine which method is most beneficial to meet your specific needs.

To associate a user with the management record:

1. Click the USERS tab. All users currently associated with the management record are listed.
2. Click the ADD button.
3. Select the users that you want to add to this management record, then click the SAVE button.
   
   

Note that all users you add here have direct access to the management record, and DIRECT appears in the SOURCE column.

To remove a user from this management record:

1. Click the USERS tab.
2. Check the box beside the user(s) you want to remove.
3. Click the DELETE button. The select users are removed from the list.