Editing a User

The steps below explain how to modify an existing user record. If you are editing Permissions or Authorities for yourself, you must log out and then log back in for the changes to take effect.

 

Note: The User Name and Password values cannot be the same.

 

Note: If dual control is required, another customer user with Customer Users: Add, Edit, Delete permission will have to verify the record changes before they become effective.

 

To edit a user

  1. Choose Security | Customer Users.

  2. Click the record to change.

  3. Make the detail changes as necessary. You cannot change the User Name.

  4. Click Edit to add or remove Permissions, if necessary.

  5. Click Edit to add or remove Authorities, if necessary.

  6. Click Edit to add or remove File Load types, if necessary.

  7. Click Edit to add or remove Report rights, if necessary.

  8. Choose another start page for this user, if necessary.

  9. Change the user's notifications, if desired.

  10. Choose Save at the top of the page to save the changes to the user record.

 

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