• Last edited on: 27 August 2022

Edit User Type

The following steps are used for MSP Users, Client Users, Supplier Users and/or CW Users.

  • Navigate to Menu ➔ Administration ➔ MSP/Client/Supplier/CW User Management
    Edit User Type 001.png
  • Enter desired search parameter(s).
  • Change Status to All .
  • Click Search .
  • Select desired Name to edit user type.
    Edit User Type 003.png
  • Select Edit User Type from the Action List.
  • Select Client and Role to update.
  • Click on the plus (+) to add this client/role combination to the user’s profile.
  • Click Submit to update the user’s profile.