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.