How to Set Up a User’s Customer Access

Once users are created in SnapTracker, you decide what Customers each user has access to.  You can decide to give a user access to all customer numbers, or you can isolate it to specific accounts. For example, a project manager who works for several accounts will be assigned access to several Customer Codes.

This post explains how to assign Customer Access to the users set up in SnapTracker.

Step-by-step instruction

From the left navigation bar, select Utilities, User Setup.

Select Customer Access.

The Customer Access screen displays.

Here is where you can assign the user’s Customer Access.

From the Select a User drop-down selection box, select the user to whom you would like to assign customer access.

The screen refreshes with the user, showing the Company and Customers this user currently has access to.

The All Customers and New Customers selection boxes are automatically selected for you.

Note: Checking the box next to a Company Code automatically gives the user access to all Customers set up under the Company Code. It also gives automatic access to any new Customers that may be created in the future.

Click Update at the bottom of the page.

The Customer Access for this user is updated.

Did you know?

You may also assign a user’s access to Menu.