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Attach a User to a Chain via Dashboard

Distributor steps for linking a user to a chain in Encompass, from the Customer Search dashboard Chain Users button or the Chains table Chains Users subtable. Needs an existing user. Requires v22.01+.

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Written by Bailey Naas-Thornton

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
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1. Using Universal Search, navigate to the Customer Search dashboard.
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2. Search for the Customer
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3. Scroll down to the Users section of the page and click the Chain Users button.
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4. From the Chains Users table, click the Add Chain Users button.
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5. Search and select the User and click Add Record.


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How to Attach a User to a Chain through the Chains Table
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1. Using Universal Search, navigate to the Chains table.
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2. Search for the intended "Chain ID" or "Chain Name".
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3. Arrow into the Chain Account.
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4. Click "Subtables" and select Chains Users.
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5. Click Add Chains Users.
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6. Enter the "User" and click Add Record.

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