User Setup

To assign the user to a group on the Users page, follow these steps:

1. Go to Administration > Users.

2. Select the desired record.

3. On the action bar, select REPRESENTATIVE DETAILS.

4. On the Profile FastTab, select Groups to open the Groups page.

5. Enable the checkbox of the desired Group.

   The User is now assigned to the desired group.

   You can restrict user access to certain ERP features, such as ERP Sales History Access.