Difference between revisions of "Providing Access to an Adjustor"
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Julia Decker (talk | contribs) |
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4. Set the '''User Type''' to [[User]]. | 4. Set the '''User Type''' to [[User]]. | ||
| − | 5. If the person is going to add regular '''AB''' referrals then set the [[Role|Roles]] to '''Adjustor''' - '''AB''' and '''Adjustor'''. | + | 5. If the person is going to add regular '''AB''' referrals, then set the [[Role|Roles]] to '''Adjustor''' - '''AB''' and '''Adjustor'''. |
These setting control which interface they get when they log in. | These setting control which interface they get when they log in. | ||
Revision as of 11:51, 17 December 2007
1. Find the person (use Search People).
2. Click the Settings menu, Roles and Access.
3. Set the Access Type to Administration or Portal Interface (they will come in through the portal).
4. Set the User Type to User.
5. If the person is going to add regular AB referrals, then set the Roles to Adjustor - AB and Adjustor.
These setting control which interface they get when they log in.
7. Click the Save button.
