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Client Users

Use the Client Users screen to add, edit, or delete User records.

  • Click on the Client Users menu from the left sidebar under Master Setup on CoolR Portal.
  • You will see the Client Users screen on the right.

Client Users list

Add New User​

Click the Add button on the Actions ribbon. You will see the User Details Form. Fields marked in red are required.

Client Users details

  • Complete the required fields.
  • Select a role from the dropdown menu to choose from - Client Admin, Sales Rep and Installer.
  • Select Save and Close to save the User.
  • The new user appears in the list. This user will now have access to CoolR Playbook and Portal.

Edit a User​

Double-click the User to open its details form.

Client Users details

  • Update the relevant fields.
  • Select Save and Close to save the User.
  • The updated record appears in the list.