ISG - Creating a New User : Completing the Location Assignment section

In order for a user to view information properly on UAM's resident and non-resident sites, the appropriate dealerships and/or customers must be indicated in the Location Assignment section.  If the correct locations are not assigned the user will not have permission to view the proper information.  The steps below will demonstrate how to assign locations.

 

Click here to view the steps to complete the Location Assignment section

  1. Click the Type dropdown in the Location Assignment area and search by Bill-to code.

 

  1. Enter additional information in the Search Criteria field such as the customer's name, a portion of the customer's name, or the % wildcard.  The Search Results will display in the Available section.

 

  1. Select the desired location by clicking on it.  The location will be highlighted.

 

  1. Click the Add button. The location will move to the *Selected section.

 You must have at least one location in the Selected section to provide the correct access.  If no locations are moved to the Selected section and the user profile is saved an error message

 

  1. Click the Save button at the bottom of the User Profile screen. A confirmation message appears.  

 

 

 

 

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