BalanceAAP > System Tools > Profile Management

From the BALANCEaap page header, enter System Tools > Security / User Management. Click the BALANCEaap tab. Two sub-tabs will display for Users and Plan Access.

First, on the Users sub-tab, verify that the new users, added during Step A, are included.

Quick Tip: If you are unsure whether a person is listed as current BALANCEworks user, enter part of the name into the Search field, and click Search.

For the particular user, review the entry in the AAP Permission column, which will be set to the default (as selected during Step B). To change the setting, click the provided [AAP Permission] link. From the Permission drop-down, select a different Profile. Click Update.

Remain on the BALANCEaap tab, and proceed to Step D (described next).