Give log in access to a party with a role

Give log in access to your own internal users, and to customers who will use a web based portal or ordering system.

Note

You also have the option of using the more secure Account Management features. This will require some additional steps to set up user accounts. See Account Management for more details.

To give a user access to log in to your internal systems:

  1. Click Parties to open the Parties module, then select the party to which you want to add log-in access.

    Note

    Ensure that the party has a Username. If you are using Active Directory authentication, this Username must match the Windows log in name.

  2. On the Parties > Authority tab, click Insert. The Inserting Authority screen opens.
  3. Select the role that the party will use to log in. (Note that you can't assign a role that you do not have yourself).
  4. Beside the Access field, click Find to open the Object Chooser screen.
  5. In the Type field of the Object Chooser, select System and click Find. The search tool will find the system object.
  6. Click OK to select the system.
  7. In the Inserting Authority screen, click Save to save your changes.