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Attention While creating a new user, bear in mind the following things:
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Non-limited Users (a.k.a. admins) see everything supervisors - their company and those below users under companies, but not supervisors (past users under managers) - only their companyin the system. Supervisor Users see their Company-related data and of any Companies below. Users allocated under specific Companies (not Supervisors) - see only their Company-related data. |
Archiving a User
If you want to archive a User, click the button. The following window will open, where you will be able to transfer Clients, Rate Tables, and Report Queries ownership to another User:
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