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Navigate to the Users Screen in the Console as an Admin
Select the User
Click the toggle that says “Training Complete”
Hit Save.
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Custodian Only Users
Sometimes you may have a custodial location that is not an active user, or maybe you have a user who cannot or will not use ConnectSx. In these situations you can use the “Custodian Only” setting for that user.
The custodian only setting will allow you to use that user as an entity, transferring inventory to them, but they will never log in or take any action on their own.
To set this up for a user:
Navigate to the User’s detail screen
Click the “Custodian Only” switch
Click Save
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3. Authorizing Directory Access
You probably have a lot of critical info stored in your Directory and not everybody needs access to everything. When a user is created the Admin must assign which directory records a user should interact with in ConnectSx. This serves to:
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