Edit Account Access: Set Custom Options

If you elect to customize any account access on the Edit Account Access page and click Save and Set Customer Access, the page expands to include the Set Customer Options section with two tab options: List View and Spreadsheet View.

List View tab

(account name – number)

To open an account section, click the plus [+] sign. Each account section lists the options for each feature.

(feature name)

In each account section to allow the user's account access to an option, click the option's check box. To choose all the options for a feature, select the feature name check box.

Spreadsheet View tab

Select

This column includes the All check boxes option that select all the options in the row.

(feature name)

To allow the user's account access to a certain option, click the check box that corresponds to the account and the option. To choose all the options in a row or column, click the All checkbox.

To save your input and return to the Entitle User page, click Save.