Applying a permission profile to multiple customers or offices within the same user type

October 08, 2025 00:43 Updated

Select Admin on the Dashboard.
Select the Manage Users link to open the User Admin tab.
Select the Email Address link for the user to be modified.
Select Add/Modify Permission.
Expand the user type to be modified.
Place a check in the boxes to the left of each Customer/Office to be added.
Select a Assign Profile to Selected drop-down list.
Select Save.