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Table of Contents : |
How do I add a new Managing Area?
| 1. | Login to your account using the username and password provided. | |
| 2. | Hover Over the Users tab and Click on the Users tab. | |
| 3. | Click on the MANAGE ROLES button. It will open a new window. | |
| 4. | Click on the ADD button. | |
| 5. | Enter Client and Area Name. | |
| 6. | Click on the SAVE button. | |
| 7. | It will show you Popup window. Click on the OK button. |
How do I edit a new Managing Area?
| 1. | Login to your account using the username and password provided. | |
| 2. | Hover Over the Users tab and Click on the Users tab. | |
| 3. | Click on the MANAGE ROLES button. It will open a new window. | |
| 4. | Select the record from the grid that you want to edit. | |
| 5. | Click on EDIT button. | |
| 6. | Enter Client and Area Name. | |
| 7. | Click on the SAVE button. | |
| 8. | It will show you Popup window. Click on the OK button. | |
How do I delete a new Managing Area?
| 1. | Login to your account using the username and password provided. | |
| 2. | Hover Over the Users tab and Click on the Users tab. | |
| 3. | Click on the MANAGE ROLES button. It will open a new window. | |
| 4. | Select the record from the grid that you want to delete. | |
| 5. | Click on the DELETE button. | |
| 6. | It will show you Popup window. Click on the OK button. | |
| 7. | It will show you Popup window. Click on the OK button. |
| 1. | Login to your account using the username and password provided. | |
| 2. | Hover Over the Users tab and Click on the Users tab. | |
| 3. | Click on the MANAGE ROLES button. It will open a new window. | |
| 4. | Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. | |
| 5. | Select require field to filter Audit Trail Report like filter by keyword, filter by operation, filter by date etc. | |
| 6. | Click on FILTER button. It will load data into grid. |
| 1. | Login to your account using the username and password provided. | |
| 2. | Hover Over the Users tab and Click on the Users tab. | |
| 3. | Click on the MANAGE ROLES button. It will open a new window. | |
| 4. | Click on AUDIT TRAIL button. It will open Audit Trail page in a new window. | |
| 5. | Click on the EXPORT button. | |
| 6. | It will show you Popup asking whether you want to open or save file. | |
| Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Lauren Partridge
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