- On the home page, click Administration.
- In the Administration area, click Customers.
- Right-click the customer name, and from the menu that appears, select Manage Users and Groups.
- In the Users arae, click Add Existing User.
- In the Add Existing Users window, click the triangle beside a customer's name and, in the expanded list of users, select the check box beside the users who need access to this customer.
- Click Add.
- By default, user's roles are inherited with restricted job access.
- Click Apply Changes.
- To change the roles or to allow access to all jobs:
a. Right-click the user's name, and from the menu that appears, select Edit User.
b. In the left pane, select Default user Role.
c. Select appropriate roles and Access All Jobs check box.
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