This will walk through how to copy the FDM4 function (pins) based on your role.
- Open up your live FDM4 site using - https://erp.game-one.com - and login using the Active Directory.
- Click the gear icon on your homepage
- Based on your role type in the corresponding user ID to Copy from.
- Account Managers - copy from alyssas
- Reps - copy from amandau
- Billing Analyst - copy from sarahd
- Creative - copy from tommyp
- Accounting - copy from lindseyg
- Click Copy Pins
- This will update your FDM4 functions/pins to be like that users. These are users that have been in the system for a while.
Customize the Pins however you'd like. Drag and Drop, Organize it differently, it will not update anyone's pins that you copy from