Add Users to Security Groups

Before users can access information on Customer Portal pages, you must assign them to groups in Contact Management.

1. In Microsoft Dynamics GP, select Cards > Service Management > Contact Management.

2. On the Contact Setup window, in the Telephone field, select a contact.

3. Select the Group button.

4. On the Contact Group window, select the group to assign the contact to.

5. Select the effective and expiration dates.

6. Select Add. The group is added to the bottom of the window.

7. Select OK.

8. Repeat these steps for each contact to assign to a group.