User Maintenance

User Maintenance allows the administration to Create New and Manage Users by defining security profile access levels by company with the ability to review current user access details on a User List Report. Also See Related Tasks.

 

Create A New User

Navigate To: System>Administration>Create a New User

 

  1. Populate Required Fields in Green.
  • Enter the unique User ID.
  • Enter First Name.
  • Enter Last Name.
  • Enter Password.
  1. Populate Optional Fields in Black.
  • Enter user email.
  • Enter Employee ID.
  1. Grant or Deny access to System Access functions.
  • Access or Function is granted when a check mark is placed in the system access box.
  • Access or Function is denied when the system access box is blank.
  1. Grant New Company Access Settings.

  • With the New radio button selected, check the box for each Company the user will be granted access.
  • Select the applicable Security Profile for this user for each company.
    • The Security Profile can differ for each company.
  1. Copy an existing user's Company and Profile access.

  • With the Copy radio button selected, select an existing user to copy.
  • The Company Access Settings will populate with the company and security profile applied to the copied user.
  1. Save.

 

Manage Users

 

Navigate To: System>Administration>Manage Users

 

Existing active users will populate the System User List.

 

Optional Functions:

  • Create New User
  • Print User List
  • Show Inactive Users
    • Inactive Users will populate the grid in Red
    • Click Hide Inactive Users to remove inactive users from the grid.

  • Sort the grid by any column by clicking on the column header.
  • Filter by specific user(s) by entering the criteria in the gray row beneath the column header.
    • For instance, enter the user Last Name and press enter.
    • Results will filter to only display users with a matching Last Name.

  • Double click on a user in the grid to open and modify.
  • Save.

 

User List Report

 

Navigate To: System>Administration>Manage Users

 

  1. Click Print User List.
  • All Users in the grid will be included in the User List.
  • If the grid includes Inactive Users, the User List will also include Inactive Users.
  • User List will include all user details such as: Company Access, Security Profiles, Granted/Denied functions, Max Credit, Email, etc...

 

Related Tasks

Security Profiles

Field Level Security