When you add a user, you complete the basic detail information and then determine the extent of application access the user will have by completing the Permissions, Authorities, File Load, and Reports tabs. If desired, you may save time by copying an existing user's settings into the new user record, or you may modify a group of users' authorities to a category/subcategory simultaneously. Users that have not logged in to the application within a set number of days (defined at the system level) will be set to inactive in the system and eventually removed after further days of inactivity.
Note: The User Name and Password values cannot be the same, and the last eight passwords may not be reused.
Note: If dual control is required, another customer user with Customer Users: Add, Edit, Delete permission will have to verify the record before it becomes effective.
Choose Security | Customer Users.
Click Add.
Complete the detail fields on the User tab.
Click the Permissions tab and add permissions as necessary. Mark the permission(s) to add by clicking the check box to the left of the item or by clicking the <select/deselect all> check box to choose all permissions.
Click the Authorities tab and add authorities as necessary. Select individual categories or subcategories to add by placing a check mark in the Add/Remove Authority box, or select the Grant All option. Adjust the authority options across each line as necessary.
Click the File Load tab and add file types as necessary. Select the file type to allow by clicking the Add/Remove File Load Type check box next to the file type, or select Grant All to add every type. Adjust the file load options across each line as necessary.
Click the Reports tab and add reports as necessary. Choose the report(s) to add by selecting them individually and then choosing whether they may view their own or view all, or select Grant All to include all available reports.
If you need to set up notifications for this user, select the Notifications tab. Enable the desired alerts and choose the frequency options (if applicable).
Choose Save at the top of the page to save the user record.