Company User Detail Set Up

Complete each of the User Detail Fields- Name, Address, City, State, Zip, Phone, Fax , Email and Website. This information will be used in the Tracking of the User and the Clients he /she is working with.

 

 

 

IMPORTANT   Make sure you click the Company field & Associate the User with your Company from Step 1. Click the Down arrow and highlight your company.

 

Click the Save & Close icon. This will save your User information to the database and return you to the main screen with a focus of Users allowing you to see the List View of your User information.

Note: You may have an unlimited number of Users per company.