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How to associate a client to a new user?

  • Once the new user is created and all information is inputted into the system, you can now link the user to the clients it needs to have visibility upon. To do so:
  1. Scroll down on the user information page until you find a sub menu
  2. Click on the "COMMERCIAL CLIENT" sub-tab
  3. Click on the "Link" option
  4. A pop-up window will come up, where you will be able to look for the clients you wish to associate to the new user
  5. Once the clients are selected, scroll down and click "Ok" to save the changes made

Figure 1 - Commercial Client Tab

Figure 2 - Client Look Up

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