How do I add/remove users? (2024.08)

Users

Add a user to the Business License application to allow the user to

receive email and text notifications
receive Connect Online notifications
receive notifications for approval groups

This application shares users with the Business Tax Collection application. If you set up a user in one application, then the user will also be available in the other application.

The Users view is included in the 2024.08 release.

Before you get started

Set up the user in the master user table. (System Management > Master Records > Setup/Modify User Settings)

Adding a user

1. Open Connect Business License > Organization > Users.

2. Click New (CTRL+N).

3. Click Search (F9).

The Search window will show the users from the master user table in System Management. [More]

Select a user.

The user name, email, and mobile number will be displayed in the view.

Click OK.

4. If the user is an approver, select the approval group notifications to send to the user.

What if the approval group list is empty? The list will show the approval groups that have been set up in the Approval Group table (Organization > Approval Groups). If the list is empty, the organization may not be using approval groups or the approval groups have not been set up.

5. Click Save (CTRL+S).

202408, 2024May28