User Permissions

Before initializing the COSMO Digital Consultant app, you must set up permissions for users/user groups.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter User Groups, and then choose the related link.
  2. Choose the New action to add a user group.
  3. In the Code field, enter the unique identifier for the user group, e.g., DCO USER.
  4. In the Description field, enter a short description for the user group, e.g., Digital Consultant.
  5. Choose the Permissions action to assign the Digital Consultant permissions to the new user group.
  6. In the Permission Set field, enter CCS DCO PERMISSIONS.
  7. Go back to the User Groups page.
  8. With the line for the new Digital Consultant user group selected, choose the Members action.
  9. On the Home menu, choose the Add Users action and then choose all users that are allowed to access the COSMO Digital Consultant app.

See Also

Initialize Digital Consultant App

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