Account Management
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Navigation | |||
To access Request, select the setup COG > Account | |||
Overview | |||
Use the Account feature to manage licenses and user accounts. | |||
Fields | |||
Ftp Server | Username | Password | |
License Management | |||
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Overview | |||
Licenses are assigned at the two levels. First the license must be assigned to an active user. Then the use is assigned acces to one or more companies. | |||
• View both assigned and unassigned licenses. | |||
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Company Assignments | |||
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Overview | |||
Used to provide user access to active companies. | |||
• Add, remove company assignements | |||
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User Management | |||
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Overview | |||
Displays a list of user accounts. | |||
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User Details | |||
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Overview | |||
Used to manage user accounts. | |||
• Add, edit user accounts | |||
• Assignment user licenses | |||
• Role assignment | |||
• Manage cost visibility | |||
• Manage time setting AM/PM or Military | |||
Fields | |||
Role | Cost Visibility | ||
AM PM | |||
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Overview | |||
Role management provides the abiity to control which forms are available to users. Forms can be added by module or by individual form. | |||
• Add all forms for a module to the user | |||
• Remove all forms from the user | |||
• Add one or more forms from a module to the user | |||
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