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Modify Customers per User Page

Under “Users” click on the link “Customers per user” and Customers Per Users appear below. After that click the pencil (edit). You will get to a page that allows the user to assign which level of authorization a user must have in order to perform a transaction on behalf of the customer.

Signature Level - This row indicates which user's requirements for signature levels per transaction are being established.
Customer - The user may edit many customers' transactions. This field describes for which customer these signature requirements are being set.
Inquiry - When this check box is filled in, it means that the user is authorized to make inquiries about the customer's transactions.
Transaction Check Box - When this check box is filled in, it means that the user is authorized to enter transactions on behalf of the customer.
Signature Level - This field indicates what are the required signature levels for all the customer's transactions:
Group A, B, C - Group A, B or C means that a User of that level authorization is required to sign the transaction.
Mixed Groups - Mixed means that some transactions require a signature by one Group level, while other transactions require a signature by another Group level.
Data Entry - Data Entry means that the user may enter data only but not change any data.
Not Authorized - The user may not access this customer's transactions.
Transaction - This column is a list of the transactions that require signatures.
Signature Level - This column is where the signature level is set to one of the above requirement levels.

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