Add an Access Level for an Individual

To add an access level for an individual user, go to the Active Tab on the Accounts Page of the Accounts Module. This tab is also accessible from the Main Menu. There are three ways to add an access level for a user from the Active Tab.

You can also update multiple users’ access levels via the Import Tab on the Accounts Page. When doing so, make sure to separate each access level with a semicolon. WIKI LINK: HOW TO BULK IMPORT ACCOUNT INFORMATION

Adding an Access Level Using the Add User Access Level Quick Link

Adding an Access Level by Editing a User's Account Information

Adding an Access Level from the Active Accounts Table