UG CTMS Add a Cust Group to a User

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Aptean

Add a Cust Group to a User

Calidus TMS - 12.45

26th July 2011 - 1.0
Reference: UG-CTMS-BASIC











































Adding a Cust Group to a User

1. Access the access control screen

Trn basic cust group user 1.png


2. Select the User Maintenance Button

Trn basic cust group user 2.png


3. Highlight the relevant Username and click the Edit Button

Trn basic cust group user 3.png


4. Highlight the CUST_GROUP line and select the Edit Button

Trn basic cust group user 4.png


5. Select the relevant Customer Group from the list of values and click OK

Trn basic cust group user 5.png


If the user is responsible for more than one Customer then select the ‘New’ Button and Repeat the steps. After selecting the new Button the user needs to select the Cust_Group option from the first drop down list and then select the Customer group from the second drop down list

Trn basic cust group user 6.png


These steps will enable the user to see all locations from within their own respective projects

Note in the example below I have added two Customer groups to a user

Trn basic cust group user 7.png

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