How to copy FDM4 functions (pins)

This will walk through how to copy the FDM4 function (pins) based on your role.

  1. Open up your live FDM4 site using - https://erp.game-one.com - and login using the Active Directory. 
  2. Click the gear icon on your homepage
  3. Based on your role type in the corresponding user ID to Copy from. 
    1. Account Managers - copy from alyssas
    2. Reps - copy from amandau
    3. Billing Analyst - copy from sarahd
    4. Creative - copy from tommyp
    5. Accounting - copy from lindseyg
  4. Click Copy Pins
  5. 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