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Create User

To create a Company Managed user, you can either click:

  • Create User on the Administration menu or
  • Create New User on the User Management Control Bar

And complete the sections below:

 

User Details
  1. Enter the user’s First Name
  2. Enter the user’s Last Name
  3. Update the user’s Preferred Name if required 
  4. Enter the user’s Email Address
    ANZ recommends email addresses are personal to the user being registered, as this is used for emailed scheduled reports.

  5. The User ID field is populated after you enter the user’s first and last name and follows this structure:  

    • First four letters of the user’s surname, then;
    • First letter of the user’s first name, then;
    • First three letters of the user’s organisation name.

    E.g. The User ID for John Citizen from ABC Co. would be CITIJABC. You can click Check Availability to confirm the availability of the User ID.

    • Spaces are not permitted
    • The User ID is not case-sensitive but will be converted to capitals/uppercase
    • Up to 60 alphanumeric characters and special characters (_ - . @) are permissible, but this is not recommended
    Combinations which would result in offensive words or terms can be avoided by substituting letters for numbers with the User ID.
  6. Select the user's work Address from the drop-down list or click +Add New Address to add a new work address
    Add New Address
    1. Enter the Address Line 1 of the user’s physical work address
      PO Box addresses must not be entered.
    2. If available, enter the Address Line 2 of the user’s address
    3. Enter the City/Suburb of the user’s address
    4. Enter the State/Province/Region of the user’s address
    5. Select the Country or Region from the drop-down list
    6. Enter the Zip/Postal code of the user’s address
    7. Click Ok
  7. Enter the user’s Country or Region Code in the first field, e.g. +61. Enter the remaining digits of the user’s mobile phone number without leading zeros in the second field. E.g. 412 123 456.
    Landline numbers must not be entered.
User Permissions
Copy Permissions from Another User
  1. Click Copy Permissions from Another User
  2. Select another user in the Select A User pop-up window. You can search for a user by entering any part of the user's User ID, First Name or Last Name.
  3. Click Copy From User
    RESULT: A pop-up message is displayed advising which new permissions have been added to the user or advising that the selected user’s permissions cannot be copied.
  4. Click OK
Add Permissions
  1. Click Add Permissions
    RESULT: The Select A Role pop-up window is displayed.
  2. Select a system or custom role to assign to the user and click Continue
    RESULT: The Permissions Settings pop-up window is displayed.
  3. If your organisation is setup with multiple Divisions, select the Division to entitle to the user
  4. Change the default Permission Settings if required and click Add Permission. For more information on the available attributes for each role, click here.
    RESULT: A confirmation message is displayed and the role is added to the User Permissions table.
  5. To assign additional roles to the user, repeat steps 1 - 4. Note that only one Commercial Cards role can be assigned to a user.
To remove one or more roles from the list, tick the checkbox next to the role and click Remove Permissions.
Assign Authorisation Group
If your organisation uses a panel approval workflow, assign an Authorisation Group (A-J) to the user.
  • Applicable only for users that have approval permissions
  • Only one Authorisation Group can be assigned to a user
Submit
Review the user details and click Submit.
RESULT: A “Your Request is Being Processed” progress box is displayed. As each stage is completed the progress box is updated accordingly:
  • For Organisations that have one Administrator who creates and approves requests, a Generate Password pop-up window is displayed with the temporary password that has been generated for the user:

    Provide the User ID and temporary password to the new user. The User Status is set to Active and the Workflow is set to Approved.

  • For Organisations that have two or more Administrators who approve requests, the password will be generated upon final approval. The User Status is set to Active and the Workflow is set to Pending Approval - Register. An Administrator needs to Approve or Reject the creation of the user.