Skip to main content

Adding or Removing access to Proclaim Accounts

A
Written by Antoine Larsen
Updated over 3 months ago

To add Proclaim Accounts to a users toolbar...

  1. Open User Profiles from the Main Menu.

  2. Click on the user in the list that you need to add access to the Accounts Toolbar.

  3. Click on the Proclaim Accounts tab.

  4. In the top right corner in the dropdown select one of the accounts toolbars.

  5. Now click on save.

  6. A pop up will now say the user has an accounts license.

To remove Proclaim Accounts from a users toolbar...

  1. Open User Profiles from the Main Menu.

  2. Click on the user in the list that you need to remove access to the Accounts Toolbar.

  3. Click on the Proclaim Accounts tab.

  4. In the top right corner in the dropdown select none from the list of accounts toolbars.

  5. Now click on save.

  6. A pop up will now say the user has a proclaim license.

Did this answer your question?