Locate the user and use one of the following methods to move the user into edit mode:
Method 1: Right-click on the user and click Edit on the Context Menu
Method 2: Select the user and click Actions > Edit on the Control Bar
Method 3: Click on the user in the list to display the User Details screen and then click Edit on the Control Bar
3
Edit the user details as required. The following fields are editable:
First Name
Last Name
Preferred Name
Email Address
Address
Phone Number
4
Click Save on the Control Bar
RESULT: A confirmation message is displayed. The result depends on the Administration Model being used:
For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the user details have been successfully updated. The user's workflow status is set to Approved.
For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The user’s workflow status is set to Pending Approval - Modify. Another Administrator must Approve or Reject the user before the changes are implemented.
Update Accounts/Account Groups to a user
Account Group Management enables your organisation to group a set of accounts together. You can then entitle the account group to one or more users. When an account group is modified, this is reflected in all users that have permissions to the account group. For more information, refer to Create Account Group
STEP
ACTION
1
Go to the Administration > User Management screen
2
Locate the user and use one of the following methods to move the user into edit mode:
Method 1: Right-click on the user and click Edit on the Context Menu
Method 2: Select the user and click Actions > Edit on the Control Bar
Method 3: Click on the user in the list to display the User Details screen and then click Edit on the Control Bar
3
Click Settings from User Permissions for the Role Name you wish to update
4
Add Account to Payments
To update accounts for a payment product, use one of the following methods to add all accounts, add selected accounts or account groups or remove accounts:
Method 1: Select All to add all accounts for the payment product
Method 2: Select Selected > Add to add selected accounts or account groups, then click OK
Method 3: Select None to remove all accounts for the payment product
Click Save
RESULT: The user profile is updated, pending final approval.
Add Account to Balance & Transaction Reporting
To update accounts for Balance & Transaction Reporting (BTR), use one of the following methods to add all accounts, add selected accounts or account groups or remove accounts:
Method 1: Select All to add all accounts for BTR
Method 2: Select Selected > Add to add selected accounts or account groups, then click OK
Method 3: Select None to remove all accounts for BTR
Click Save
RESULT: The user profile is updated, pending final approval.
Add Account to Receivables
To update accounts for a receivables product, use one of the following methods to add all accounts, add selected accounts or account groups or remove accounts:
Method 1: Select All to add all accounts for the receivables product
Method 2: Select Selected > Add to add selected accounts or account groups, then click OK
Method 3: Select None to remove all accounts for the receivables product
Click Save
RESULT: The user profile is updated, pending final approval.
5
Click Save on the Control Bar
RESULT: A confirmation message is displayed. The result depends on the Administration Model being used:
For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the user details have been successfully updated. The user's workflow status is set to Approved.
For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The user’s workflow status is set to Pending Approval - Modify. Another Administrator must Approve or Reject the user before the changes are implemented.
Once approved, the user can see the accounts updated on their screen
Add Roles to a user
STEP
ACTION
1
Go to the Administration > User Management screen
2
Locate the user and use one of the following methods to move the user into edit mode:
Method 1: Right-click on the user and click Edit on the Context Menu
Method 2: Select the user and click Actions > Edit on the Control Bar
Method 3: Click on the user in the list to display the User Details screen and then click Edit on the Control Bar
3
Copy Permissions from Another User
Click Copy Permissions from Another User
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.
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.
Click OK
Add Permissions
Click Add Permissions
RESULT: The Select A Role pop-up window is displayed.
Select a system or custom role to assign to the user and click Continue
RESULT: The Permissions Settings pop-up window is displayed.
If your organisation is setup with multiple Divisions, select the Division to entitle to the user
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.
To assign additional roles to the user, repeat steps 1 - 4. Note that only one Commercial Cards role can be assigned to a user.
4
Click Save on the Control Bar
RESULT: A confirmation message is displayed. The result depends on the Administration Model being used:
For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the user details have been successfully updated. The user's workflow status is set to Approved.
For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The user’s workflow status is set to Pending Approval - Modify. Another Administrator must Approve or Reject the user before the changes are implemented.
Edit a user's Permission Settings within a Role
STEP
ACTION
1
Go to the Administration > User Management screen
2
Locate the user and use one of the following methods to move the user into edit mode:
Method 1: Right-click on the user and click Edit on the Context Menu
Method 2: Select the user and click Actions > Edit on the Control Bar
Method 3: Click on the user in the list to display the User Details screen and then click Edit on the Control Bar
3
Tick the Permission Settings icon for the role
RESULT: The Permission Settings pop-up window is displayed.
4
Edit the permissions as required and click Save. For more information on the available attributes for each role, click here.
5
Click Save on the Control Bar
RESULT: A confirmation message is displayed. The result depends on the Administration Model being used:
For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the user details have been successfully updated. The user's workflow status is set to Approved.
For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The user’s workflow status is set to Pending Approval - Modify. Another Administrator must Approve or Reject the user before the changes are implemented.
Remove a user's Role
STEP
ACTION
1
Go to the Administration > User Management screen
2
Locate the user and use one of the following methods to move the user into edit mode:
Method 1: Right-click on the user and click Edit on the Context Menu
Method 2: Select the user and click Actions > Edit on the Control Bar
Method 3: Click on the user in the list to display the User Details screen and then click Edit on the Control Bar
3
Tick the checkbox next to role(s) in the list you want to remove and click Remove Permissions.
4
Click Save on the Control Bar
RESULT: A confirmation message is displayed. The result depends on the Administration Model being used:
For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the user details have been successfully updated. The user's workflow status is set to Approved.
For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The user’s workflow status is set to Pending Approval - Modify. Another Administrator must Approve or Reject the user before the changes are implemented.
Edit a user's Authorisation Group
STEP
ACTION
1
Go to the Administration > User Management screen
2
Locate the user and use one of the following methods to move the user into edit mode:
Method 1: Right-click on the user and click Edit on the Context Menu
Method 2: Select the user and click Actions > Edit on the Control Bar
Method 3: Click on the user in the list to display the User Details screen and then click Edit on the Control Bar
3
Assign a new Authorisation Group (A-J) to the user
4
Click Save on the Control Bar
RESULT: A confirmation message is displayed. The result depends on the Administration Model being used:
For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the user details have been successfully updated. The user's workflow status is set to Approved.
For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The user’s workflow status is set to Pending Approval - Modify. Another Administrator must Approve or Reject the user before the changes are implemented.
