Download Codamos User`s Guide

Change Ownership of Client’s A/R Account
Test the Client’s User of Codamos
Allows the client to run a report on the data in his A/R
account
Verify the client can log in a generate a report for his A/R
account
3.2.7.1 Create Private User Group for Client
This section illustrates how Fred creates a private user group for the client. When the client logs in to
Codamos, he will be isolated within his private user group and will not have visibility to any information
other than that which pertains to him.
Log out and Log back in as the admin user for your group…
Assuming you are now logged in as the admin user…
Select Group Admin > Configuration > User Group Wizard then press the new button
Specify the Group ID to be the same as the client name. Leave the Group Type specified as
readOnlySubgroup. Specify a User Preference ID of USA as shown.
Press the insertClose button.
Select Group Admin > Configuration > User and press the find button
Codamos User’s Guide
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