Add New Resource Access Records

Use the Databoards submodule to add new resource access records.

To use the Databoards submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new resource access record:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new resource access record.
  3. In the left pane of the Settings screen, click Advanced Tools > Databoards.
  4. On the grid toolbar, use the drop-down list to select the databoard that you want to add a new resource access record to.
  5. Click the Access Settings tab and on the tab toolbar, click the User Access Overview tab.
  6. Click and select Add.
  7. In the Add Access dialog box, use the drop-down lists to select the applicable resource type and name that you want to add a resource access record of and click OK.
    Alternatively, use the Add by Initials field to enter the initials of the employee that you want to add an admin access type record of and press ENTER.