Web Portal - Assigning an Access Level to a User Account

This article demonstrates how to assign an Access Level to a User Account using the Office Management tool.

Follow the instructions below to successfully assign an Access Level to a User Account:

1. Log in to the CrossLink Web Portal using the main Account Code, a multi-tier User ID, or an Admin account.
2. Click Office Management > Manage EROs/Office Setup.
3. Click the Edit button next to the office with the user to be modified.
4. Click View next to User Logins.
5. Click Edit next to the user to be modified.
6. From the Access Level drop-down list, select the desired Access Level.
7. Click Save and Close to return to the Login Management page.
8. Next to the login edited, click Publish Login to queue the change with the Central Site.

🖐  Note: The remote office will receive the information on the next transmission.