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Adding users to saleguard, User permissions – OpenEye SaleGuard User Manual

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You can allow managers and authorized personnel access to the SaleGuard Client by adding users. These
users will be able to view data and initiate reports.

1.

Click

Application

, and then click

Manage

SaleGuard Users

.

The default user admin will appear in
the list; this is the default administrative
user for SaleGuard and should not be
deleted.

2.

Click

Add

to add a new SaleGuard user to

the system.

3.

Type the user information into the
appropriate fields, and select a

Notification

Level

.

The e-mail address is used for system
notifications and reports.

4.

Click

Advanced

to assign Administrator

permissions to the user.

5.

When you are finished, click

OK

.

User Permissions

You can also edit the permissions of a user, including which interface the user has access to. To modify User
Permissions:

1.

Click

Applications,

and then click

Manage SaleGuard Users.

2.

Select a user, and then click

Edit.

3.

Click

Permissions.

4.

In the

Interface Type

box, select

Professional

or

Enterprise.