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Region Employees Security

To Add Security

  1. User Information is optional. Clicking "Click here to make this contact a user" will create the Security tab beside the Contact Detail tab. Setup information provides information on adding and modifying security templates.  The Security screen allows the users Login Information to be completed.  Once security has been assigned to a contact, this link can no longer be seen unless security is removed.
  2. To assign or edit the contacts security, select the Security tab. Complete or edit the following fields:
  1. Click on the Details icon to display the User Rights Information pop-up screen.  Complete the following fields as appropriate for contact security:

Related Topics

About Regions

Adding Region Contacts

Territories

Branches