Access Control: Users

User access control can be allocated on the contact’s User role when the user is created. Any users that are not allocated to an access group can be allocated from this pop-up.

To Allocate a User to an Access Group:

Select the user/s to be allocated to the selected access group by clicking the checkbox to the left of the username in the list on the left-hand-side (Unallocated users), then click the Add User button to add the selected user to the access group. The access group is saved on the contact record on click of the Add User button.

To Remove a User from an Access Group:

Select the user/s to be removed from the selected access group by clicking the checkbox to the left of the username in the list on the right-hand side (Allocated users), then click the Remove button to remove the selected user from the access group. The access group is saved on the contact record by clicking the Remove button.