BPN-TRACK

Screens for many accounts at once (dealers)

Dealers, distributors and BPN choose which screens their customers' logins see, for many accounts in one go.

How to

  1. Open Access & permissions, then Customer defaults.
  2. Under Apply to accounts: tick the screens, choose Switch on, Switch off or Set exactly, and tick the accounts -- Smart search and Select all / Select none help with a long list.
  3. The line at the bottom says how many accounts will change. Tap Apply; Undo stays for ten minutes.
  4. A dealer's or a distributor's own menu is chosen the same way, by the level above it, from Users & roles or the Screens… button on Access & permissions, People.
  5. When you create a new login, the New user sheet shows the screens it starts with; change the ticks there to give it a different set.
Screens for many accounts at once (dealers): Dealers, distributors and BPN choose which screens their customers' logins see, for many accounts in one go.

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