Difference between revisions of "Account Management"
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| class="navigationTitles" colspan="4" | Navigation | | class="navigationTitles" colspan="4" | Navigation | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | To access | + | | colspan="4" style="width: 265px;" | To access Account Management, select the setup COG > Account |
|- | |- | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#| | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#ftpServer|Ftp Server]] |
| class="fieldGrayBackgrounds" style="width: 306px;" | | | class="fieldGrayBackgrounds" style="width: 306px;" | | ||
| − | | class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#| | + | | class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#ftpuser|Username]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#| | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#ftppassword|Password]] |
|- | |- | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | Licenses are assigned at the two levels. First the license must be assigned to an active user. Then the | + | | colspan="4" style="width: 265px;" | 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. |
|- | |- | ||
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> View both assigned and unassigned licenses. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> View both assigned and unassigned licenses. | ||
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Add, edit user accounts | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Add, edit user accounts | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <div><span style="font-size:large;">•</span> Update User password</div> | ||
|- | |- | ||
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Assignment user licenses | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Assignment user licenses | ||
Latest revision as of 14:40, 24 July 2024
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| 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. | |||
| Top
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| Company Assignments | |||
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| Overview | |||
| Used to provide user access to active companies. | |||
| • Add, remove company assignements | |||
| Top
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| User Management | |||
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| Overview | |||
| Displays a list of user accounts. | |||
| Top
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| User Details | |||
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| Overview | |||
| Used to manage user accounts. | |||
| • Add, edit user accounts | |||
• Update User password
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| • Assignment user licenses | |||
| • Role assignment | |||
| • Manage cost visibility | |||
| • Manage time setting AM/PM or Military | |||
| Fields | |||
| Role | Cost Visibility | ||
| AM PM | |||
| Top
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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 | |||
| Top | |||
