We added a new office location, and assigned the office to our users. Our users are getting “Access Denied” when they try to access it. How do we correct this?

There are two steps to accomplish regarding user access to an office location:

• the user must be granted access to the office
• the user must be given the ability to work within the office 

To grant the user access to the office location:

• Click the word “Setup,” and the “Security” and “Users” options from the drop-down list
• Select the user’s name
• Click the Edit button
• Click on the “Office Access’” tab
• Click on the office name in the “Available Offices” field
• Click the > button in the middle of the screen to move the office from “Available Offices” to “Assigned Offices”
• Click the Save button

To provide the ability to work with the office, to record transactions and enter appointments according to the office’s security desires:

• Click the word “Setup,” and the “Security” and “Users ” options from the drop-down list
• Select the user’s name
• Click the Edit button
• Click on the “Memb. ” tab
• Click on the security right in the “Available User Groups” field
• Click the > button in the middle of the screen to move the office from “Available User Groups” to “Assigned User Groups”
• Click the Save button