Difference between revisions of "Providing Access to an Adjustor"

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.

Revision as of 11:51, 17 December 2007 (view source) Julia Decker (talk \| contribs) ← Older edit		Latest revision as of 15:38, 17 December 2007 (view source) Julia Decker (talk \| contribs)
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−	1. Find the person (use ~~'''~~Search People~~'''~~).	+	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'''.