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Editing Customer Users

Distributor steps for adding, deleting or auditing the users linked to a customer account via Customers Users on the Customer Search dashboard in Encompass. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

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