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SRM Administration

Access to SRM

Access to the SRM is restricted per user.

Only system administrators have the ability to add or remove access to the SRM for other users. To add access for a user follow these steps:

  1. Navigate to the Contacts page via Manage | Contacts and Logins.

  2. Find the contact that you wish to provide access, right click and select ‘Login’.

  3. Right click on the login and select ‘Add SRM Role’.

The same process will allow you to remove access to the SRM if you select ‘Remove SRM Role’ in step 3 above.

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