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1. Open the Alternate Window and Report Manager Setup window from the shortcut bar. If you do not have the Setup option on the shortcut bar, see Adding the setup window to the shortcut bar.

2. Select one or more companies.
3. Select one or more users.
4. Mark the checkboxes for the alternate and modified alternate resources you want to grant the user access to. These resources are listed in a tree view organized as follows:
   • Level 1 - Resource category (Forms or Reports)
   • Level 2 - Series
   • Level 3 - The resource (form or report)
   • Level 4 - Products and modified alternate forms or reports

   When you mark a checkbox on one of the first three levels, all checkboxes below that will be marked. 
   Non-Service Management users should not have access to the Customer Maintenance, Customer Address Maintenance, and Customer Class Setup windows. If a user can access Signature and non-Signature versions of these windows, we recommend closing all three windows before switching between Signature and non-Signature versions.

5. On the third level, you can assign each resource an individual handling method by double-clicking its icon. Each time you double-click an icon, it changes to another selection. Some resources are considered special resources because they can only be opened from other resources. Security is automatically set for these special resources to be the same as the other resource. For these resources, the fourth level will display "Use same as:.."

6. Select Print to print the Alternate Window and Report Manager List.
7. Select OK to close the Alternate Window and Report Manager Setup window.

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