SmartFill access for Users and Companies


How do I provide access to SmartFill for companies and/or users?


To grant or remove access to companies and users:

  1. Open each SmartFill Object. At the bottom of the Object screen you’ll see an Access button.
  2. Click on the Access button to open the Access window where you can set the access for that Object.

Note: You’ll want to do this for each of the Objects where you want companies or users to have access.