Edit User – ANZ

Modify User Details (name, address, email, phone number)

For ANZ Managed users, complete a User Security Profile Update Form. ANZ will update the user's details after the form has been received.

For Company Managed users, follow the steps below.

To check who manages a user, go to the User Management screen and click View > Managed By on the Control Bar.

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	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.

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.