Account Management

Navigation
To access Account Management, select the setup COG > Account
Overview
Use the Account feature to manage licenses and user accounts.
Fields
Ftp Server		Username	Password
License Management
Overview
Licenses are assigned at the two levels.  First the license must be assigned to an active user.  Then the user is assigned access to one or more companies.
• View both assigned and unassigned licenses.
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Company Assignments
Overview
Used to provide user access to active companies.
• Add, remove company assignements
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User Management
Overview
Displays a list of user accounts.
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User Details
Overview
Used to manage user accounts.
• Add, edit user accounts
• Update User password
• 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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