Updating Project Access for Portal Users

Updating Users Project Access for Portal

Account Tab: Updating the project #'s on this tab affects the ability to see billing

Project Tab: Updating the project #'s on this tab allows a user to order for that project via the Portal

Notes: When looking at the Portal side the user is the employee# (25298)

STEP 1: Click Configuration

STEP 2: Click System Set Up

STEP 3: Click Access Maintenance

STEP 4: Click Operators

STEP 5: Enter the Operator ID

STEP 6: Click on Accounts tab

STEP 7: Enter their new project #

STEP 8: Add Account

STEP 9: Click Proejcts Tab

STEP 10: Click Add

STEP 11: Enter their new project #

STEP 12: Click OK

STEP 13: Click Red X to exit

STEP 14: Click Yes

STEP 15: Click X in right hand corner to exit