Storable CRM and Collections Knowledge Base

Selecting Yourself as a User

Storable CRM

If you are a location user, you need to identify yourself to the system to get credit and complete certain tasks. Once identified, the system will remember you for your session as you continue your work.

Quick start: Start with the Top User List. If you do not see your name, check the Recent User List next, then the All Location User List.

Select your name from the Top User List

Use the Top User List when your name is already pinned as a frequent user.

  1. In the Top User List (A), scan for your name among the pinned users at the top of the screen.

  2. Click your name.

  3. Confirm your name becomes colorized and moves to the far left of the Top User List. This indicates you are now the selected user.

Select your name from the Recent User List

If your name is not in the Top User List, use the Recent User List to find it quickly.

  1. Click the User dropdown (B) to open additional user lists.

  2. Confirm the Recent tab (C) is selected. The system shows the 10 most recent users.

  3. Look for your name in the Recent list and click it.

  4. Verify that your name is colorized and appears at the far left in the Top User List (A), confirming that you are now the selected user.

Select your name from the All Location User List

Use the All Location User List when your name does not appear in either the Top User List or Recent User List.

  1. Open the User dropdown and click the ALL tab (D) to view all employees assigned to this location, listed alphabetically by first name.

  2. Scroll to find your name, or use Search (E) to type your name and filter the list.

  3. Click your name.

  4. Confirm your name is colorized and appears at the far left in the Top User List (A), indicating you are now the selected user.

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