Setting up the default user record

You can create or modify the default user records for each module. For each assigned memo type, if access to the memo type is not defined, a user is assigned the default access level.

  1. On the sidebar, select System Administration > Menu > User Maintenance.
  2. In the User Search Profile form, specify the user details.
  3. Click Search.
  4. Select Options > Memo Security.
  5. To assign memo types, select multiple memo types from the Available Memo Types grid and click the right arrow button to move the memo types to the Selected Memo Types grid.
  6. Select the appropriate check boxes for each of the selected memo types. For example, select the Change check box to enable the user to change a specific memo type.
  7. Click Save.