Minimum Version Required: 22.01
Steps
How to Edit Customers Users
1. Using Universal Search, navigate to the Customer Search Dashboard.
2. Search for the Customer by Name, ID, or other criteria.
3. Click Search.
Note: If multiple results appear, click the Arrow to view the Customer.
4. Scroll to the "Users" section of the page, and click Customers Users.
5. By selecting the three vertical dots, users can delete or audit the Customer User.
6. To add a new user, Click Add Customers Users.
7. Enter the user name.
8. Then click Add Record.