Groups allow contacts access to different features. Groups can also be set up in Set-up > User-Defined Groups > Contacts. By creating a contacts groups and assigning traders to an identically named traders group, access to financial screens in HorizonWeb can be granted to those contacts.
To allocate a contact to a group, select the group, then click Set.
- Credit Controller –
- Decision Makers –
- Facilities Managers –
- Machine Supervisor –
- Notify ON problem –
- Stationery Buyers –
- Web Admin – contact can manage other contacts for their customer. They also have access to more options in Edit Information.
See Also
