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Filter by Associated User

How to assign a user to specific customers, which allows filtering to see only containers for customers the user is associated with.

Dana Beck avatar
Written by Dana Beck
Updated over 4 years ago

Step 1: From any screen click Customers

Step 2: Select the customer you would like to add an associated user to.

Step 3: Click the blue edit button in the top right corner.

Step 4: Scroll to the bottom of the page and enter in the name of the user you would like to associated with this account. Click Save

Step 5: From the Customers page click Associated User to filter for accounts associated with a specific user.  

Step 6: From the Containers page click the Filter Icon and select Associated User to filter containers at accounts associated with a specific user. 

Note: Once a user has been associated with accounts any time they log in the Containers and Customers page will auto-filter for their specific accounts. 

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