PIN 3419483 - Caterpillar

Select the "Login Id" of a user (7) to setup from the list of users that appear below the "Display Accounts" button. The "User Permission" screen will be displayed.
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"User Permissions" screen (8) "Enable" radio button (9) "User Role" drop-down menu
Select the "enabled" radio button (8) next to "Status" in the "Account Information" section. Select the check box next to the permissions in order to apply the change.
In the "Permissions" section, select a user role for the user from the "User Role" drop-down menu (9) .Note: If you selected "Dealer Administrator" or "Customer Administrator", all of the check boxes next to the available permissions that can be granted to these two users will be selected because an administrator is automatically given all permissions. You will not be able to unselect particular permissions. If you selected "Dealer User" or "Customer User", the check boxes next to "Manage Group" and "Manage Assignments" will be selected and unavailable. The remaining check boxes will be available for selection.
Click the "Update Permissions" button. The "Do you want to proceed with the assignments?" dialog box will be displayed.
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Proceed with the "Assignments" dialog box.
Click on "OK". The "Confirmation – User Permission" screen will be displayed.
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"Confirmation: User Permissions" screen (10) "The user permission(s) have been successfullu updated" message (11) Check boxes
The "The user permission(s) have been successfullu updated" message (10) will appear. Also, green check marks in the check boxes (11) will appear in order to indicate that the user was given that specific authorization. Select "OK". The "Setup a New User" screen will be displayed.
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"Setup a New User" with a "No results found for the search" message (12) "No results found for the search" messageThe last name or login id that was entered in Step 5 will appear again in the "Enter a:" field. Below the "Display Accounts" button, a message will appear that reads "No results found for the search" (12) . This is because the user that you added no longer appears in the list of users that are not registered with the EquipmentManager application. Your newly created user now appears in the list of existing users.Manage Existing Users
In addition to adding new users, as a Dealer Administrator you may edit the user roles and permissions of existing users.In order to manage an existing user, use the following procedure.
From the "Administration" screen or the "View" drop-down menu, select "Manage Existing User". The "Manage Existing User" screen will be displayed.
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"Manage Existing User" screen (6) "Enter a:" field (13) "Display Accounts" button
Enter a last name or login id in the "Enter a:" field (6) . Select the "Display Accounts" button (13) . The system searches for the last name or login id among the list of registered EquipmentManager users. The system will display a list of all the available matches.
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Manage Existing Users : User List (7) "Login Id" of a user
Click on the login id of a user (7) you wish to edit. The "User Permission" screen will be displayed.
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