Jan 13, 2024
149
Only site administrators can add a user to the lists on the Partner Contacts Tab.
- Click on Administration at the top of the screen.
- When the Administration page loads, click on User Access in the menu on the left. A sub menu will appear.
- In the sub menu click on Users.
- The user grid will load, search for the user that you would like to add to one of the lists on the Partner Contact page. When you find them, click their hyperlinked name.
- The edit user account pop up will appear. In the General Tab of the pop up, use the Job Roles area in the pop up to select which roles you want the user to be selectable for. You can select as many as you need to.
- When you finish click Save
Please note: You cannot assign yourself to a job role.