Editing Client Users

Wether you’ve created a new user, or are modifying an existing user, the process is the same.

1.  From the client users list, click on one of the User names. This will open the Client user Profile editor

2.  This panel tells you some things, such as basic contact info, what type of user they are, and allows you to set which locations this user can manage.

3.  This control is very simple. Basically it will list all the locations attached to this client, and by clicking on the X or checkmark (X for no, checkmark for yes), you can set if this client user will be able to make requests and manage those locations.

Client users will also be notified about certain assignment actions, based on your notification preferences set elsewhere in the system.