- 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.
- Select the User Type to expand the appropriate section.
- Enter a Customer/Office Filter, if applicable.
- Select the Permission Profile column for the office or customer to be modified.
- Choose the Permission Profile to be assigned from the drop-down list.
- Select Save.