Requirements:

  1. On the home page, click Administration.
  2. In the Administration area, click Users.
  3. In the Name column, right-click the required staff user's name and from the menu that appears, select Edit User.
  4. In the Edit Staff Users window, in the left pane, select Default User Role and locate the type of role you want to change. TipTo see which rights are included in a role, hover your cursor over the specific role.
  5. To enable access to customers, perform one of the following steps: 

    To Give Staff User Access ToDo This

    All jobs for all customers in the system

    Select the Access All Customers check box

    Jobs for specific customers

    1. Clear the Access All Customers check box. 
    2. Click Customer Access
    3. In the list of customers, select the check box next to the customers that this user should have access to, and click OK.
    4. Under each customer name, select the appropriate roles for the staff user. 
    5. Click Update