Adding Accounts to Users

 


Procedure

Follow the steps below to assign specific accounts to a selected user:

 

Step

Action

1

From the Enterprise menu option, select Enterprise Management.

 

Result:  The system takes you to the Enterprise Management screen.

2

Click the Enterprise ID for the Enterprise containing the user(s) to whom you want to assign accounts.

 

Result:  The Modify Enterprise Details screen appears.

3

From the Functions section on the left-hand side of the screen, click Manage Users.

 

Result:  The system takes you to the Manage Users screen.

4

Click the User Name for the user to whom you want to assign accounts.

 

Result:  The system takes you to the User Profile screen.

5

From the Functions  section on the left-hand side of the screen, click Add Accounts to User.

 

Result:  The system takes you to the Add Accounts to... screen.

6

Select the check box next to the accounts you want to assign to the user.

7

Click .

 

Result:  The system attempts to assign the selected account(s) to the user.  A confirmation page appears, indicating the success or failure of the addition.

8

Click .

 

Result:  The system returns you to the Add Accounts to... screen.


Related Tasks

The following tasks are related to the procedure described above: 

 

Removing Accounts from a User