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1. Login as an Administrator.
2. Depending on how your site is configured, you may have access to any of the the two User Maintenance pages, Advanced User Maintenance or User Maintenance. Navigate to whichever one is available to you.
3. For the User Maintenance page
   a. Search for User in the search box then select them by clicking on the radio button adjacent to their record shown in the grid.
   b. Now click the 'MultipleAccounts' button. This will show all the Customer accounts currently assigned to the User.
   c. Click New, then enter the Customer Code of the new account you wish to assign to the User, complete any other fields as desired, then click the 'OK' button.
   d. Use the 'Delete' button to remove any selected Customer from use for the User. Alternatively, Click 'Modify' to change any of the available settings associated with the User for a particular Customer.
   
   
4. For the Advanced User Maintenance page
   a. Search for User in the search box when on the 'Search' tab then select them by clicking on the radio button adjacent to their record shown in the grid. You will automatically be switched to the 'User' tab.
   b. From here click the 'Accounts' tab.
   c. Click 'New', then either enter the Customer Code directly or alternatively you can perform a search by clicking the search button next to the text box "Customer Code". This will cause a dialogue to display in which you can enter details of the Customer to search for. e.g. the Customer Code, or part of the Customer name.When you have performed your search, you can  just select the desired Customer record from the search results. This will close the search dialogue and place the selected Customer Code into the text box.
   d. Complete any other fields as desired, then click the 'OK' button.
   e. Use the 'Delete' button to remove any selected Customer from use for the User. Alternatively, Click 'Modify' to change any of the available settings associated with the User for a particular Customer.
   
   
5. Another approach if your site is configured to have the option available is to be able to import details of multiple Customer / User combinations via .csv file. Navigate to the User Import page.
   a. This particular functionality makes use of the User Deletion section at the bottom of the page, There you should see some instructional text adjacent to the bottom upload button with some text similar to:
   
   'Enter or browse for the flat file containing your User Deletion CSV file to be imported.' 
   
   

   This can be used to delete users OR to add user customers, The deletion can be used if you just supply your .csv records with only a singe field of the 'User Id' per line, Otherwise, to add Customers to Users for existing users create a .csv file with the records containing 2 fields: User Id and Customer Code.

   e.g.
   someone@mycompany.com.au,AAAA
   someone@mycompany.com.au,BBBB
   someone@mycompany.com.au,CCCC
   someone@mycompany.com.au,DDDD
   someoneELSE@mycompany.com.au,BBBB
   someoneELSE@mycompany.com.au,DDDD
   
   b. Click the 'Choose File' button next to the text "User Deletion Document to upload".
   c. Navigate to the location of your .csv file and select it.
   d. Click the 'Import Now' button to process the file. The results will be displayed along with any error messages.

    

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