1. From the Navigation Menu, click on Security and underneath it click on Roles.
    1. Add a Role named ClientWorker. Click Save.
  2. Go to Applications and make a new User Application called “Client Management”. Upon Save you’ll get redirected to the Application Builder.
    1. Right click on the house icon and click Add Page. 
    2. Call it “Navigation Result”, set it’s icon to User.
    3. The Target page will be Navigation Result.
    4. Check the Start Page checkbox.
    5. Click Save.
  3. Click on the Application Permissions tab and then the Edit button. Set the ClientWorker to Allow and click Save.
  4. From the Navigation Menu, click on Deployment Management and underneath it click on Deploy.
    1. Select the Environment.
    2. Click Preview
    3. Click Execute SQL. Wait till you get the green checkbox indicating everything was successful.
    4. Click Confirm.
  5. On the top left where it says Application Studio, switch to System Setup.
  6. From the Navigation Menu, click on User Management and underneath it click on Users.
  7. Find yourself in that list and click on the blue link.
  8. Go to the User Roles tab.
    1. Click Edit and move the ClientWorker for your solution to the right and click Save.
  9. Logout and Log In.
  10. Select the Client Management application.
  • No labels