Difference between revisions of "Providing Access to an Adjustor"
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| − | 1. Find the person (use | + | 1. Find the person (use [[Search People]]). |
2. Click the '''Settings''' [[Menu|menu]], '''Roles and Access'''. | 2. Click the '''Settings''' [[Menu|menu]], '''Roles and Access'''. | ||
| Line 7: | Line 7: | ||
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. | ||
Latest revision as of 15:38, 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.
