Assigning a user to a site

You can assign an existing, active portal user to a site that has a Ready status. For more information, see Adding a user.

1. Click Dashboard | Site Dashboard.
2. Click the site Name to open the Site Details screen.
3. Scroll to the Users panel and click Assign user.
4. In the Assign user window:
   1. Select the user.
   2. Select the user's role.
   3. For Sage 300, to make the user the product administrator, select the S300 admin check box.

      Note: Only one user at a time can be the product administrator. If you make this user the administrator, the current administrator will no longer have that role. You can make a user the product administrator only when assigning the user. If a user is already assigned, the only way to make them the product administrator is to unassign the user and then assign them again.

   4. Select an option in the Desktop Access field.
      • None: The user will not have the Desktop Access option on the page used to log in to the product.
      • Non-Local Admin: The user will have the Desktop Access option but will not be able to install software or complete other administrative tasks.
      • Local Admin: The user will have the Desktop Access option and be able to install software and complete other administrative tasks.
5. Click Save.

The user will receive an email with a link to log in to the site.