How to assign Users to a Customer [Step-by-step guide]

Modified on Wed, 08 Mar 2023 at 09:48 AM

When setting up your techTMS environment, you might need to assign and give visibility to Users of the Customers you will use.

This article defines how to assign the User. If the Accessorial you intend to assign has not been created yet, please reach Techdinamics Support.

NOTE: Make sure that you are operating under the right environment beforehand.

To do it, you will have to:

1. Click Maintenance to deploy the options list and select Customers

2. Click the Users button for the Customer you will add it to 

A new tab dedicated to the Customer-User list will open, follow the steps in this new tab.

3. Click Add new Record

4. Select the User you will associate with the Customer from the dropdown list

5. Press Save to apply the changes

Once the User has been associated to the Customer, it will be able to see its information upon login.

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