Minimum Version Required: 22.01
Pre-Conditions
The following workflow assumes there is already a User set up.
Steps
How to Attach a User to a Chain Through Customer Search
1. Using Universal Search, navigate to the Customer Search dashboard.
2. Search for the Customer
3. Scroll down to the Users section of the page and click the Chain Users button.
4. From the Chains Users table, click the Add Chain Users button.
5. Search and select the User and click Add Record.
How to Attach a User to a Chain through the Chains Table
1. Using Universal Search, navigate to the Chains table.
2. Search for the intended "Chain ID" or "Chain Name".
3. Arrow into the Chain Account.
4. Click "Subtables" and select Chains Users.
5. Click Add Chains Users.
6. Enter the "User" and click Add Record.