Page Comparison

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1. Select the External System.
2. Enter the User Name (as defined by the external system).
3. Enter the Password (as defined by the external system).
4. Re-enter the password.
5. Click the OK button. The External System Login dialog will close.

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address address

Address / Telephone Tab

1. Allows entry of (multiple) address details for a TFS user.
   
   • Select the Address list. A shadow will appear around the list to indicate it is selected.
   • Click the New button (). The Address dialog will be displayed.
   • Enter the address details.
   • Click the OK button.

   
   

   Note: Use the Telephone list to enter not only telephone details but website and email details for a user.

2. Allows entry of (multiple) telephone details for a TFS user.

• • Select the Telephone list. A shadow will appear around the list to indicate it is selected.
  • Click the New button (). The Telephone dialog will be displayed.
  • Enter the telephone details.
  • Click the OK button.

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roles roles

Roles Tab

Roles: By default, when new users are created, the role of Staff is assigned. If the user is a Broker (as setup on the Broker tab), then the role of Broker will also be assigned.

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