Setup Contact Security And System Access

Configure Contact Security and System Access

Use the Security tab to set up login credentials and access rights for a company contact.

Select Company Contacts from the Company menu.
In the Company Contact List, select the contact record.
In the Contact Details window, select the Security tab.
Set up a new contact user name and/or password.
Set a password expiration period if required. This forces the contact to change the password after the specified time.
Assign the contact's Med-Stop security levels. You can select multiple items by holding CTRL while clicking.
Select Update to save the changes.