Adding an office or customer to a user record – Online Help

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 appropriate User Type.
Enter the Customer/Office Filter, if applicable.
Place a check in the gray box to the left of the Customer or Office to be added.
Choose the appropriate permission profile from the Permission Profile drop-down list.
Select Assign Profile to Selected.
Select Save.