Difference between revisions of "Account Management"
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| − | | class="headerMainTitles" colspan="4" id="customercontactstab" | | + | | class="headerMainTitles" colspan="4" id="customercontactstab" | User Management |
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| class="headerMainTitles" colspan="4" | [[File:AcctMngUser 1400x526.png|User Management]] | | class="headerMainTitles" colspan="4" | [[File:AcctMngUser 1400x526.png|User Management]] | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Displays a list of user accounts. |
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | |
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| colspan="4" | [[Customer_Management#top|Top]] | | colspan="4" | [[Customer_Management#top|Top]] | ||
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| − | | class="headerMainTitles" colspan="4" id="customernotestab" | | + | | class="headerMainTitles" colspan="4" id="customernotestab" | User Details |
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| colspan="4" | [[File:AcctMngUserDetails 1400x449.png|Account User Details]] | | colspan="4" | [[File:AcctMngUserDetails 1400x449.png|Account User Details]] | ||
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Used to manage user accounts. |
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Add, edit user accounts | ||
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Assignment user licenses |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Role assignment |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Manage cost visibility |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Manage time setting AM/PM or Military |
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| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
Revision as of 10:26, 26 June 2023
| |||
| Navigation | |||
| To access Request, select the setup COG > Account | |||
| Overview | |||
| Use the Account feature to manage licenses and user accounts. | |||
| • License Management | |||
| • User Management | |||
| 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 use is assigned acces to one or more companies. | |||
| • View both assigned and unassigned licenses. | |||
| Top
| |||
| Company Assignments | |||
| |||
| Overview | |||
| Used to provide user access to active companies. | |||
| • Add, remove company assignements | |||
| Top
| |||
| User Management | |||
| |||
| Overview | |||
| Displays a list of user accounts. | |||
| Top
| |||
| User Details | |||
| |||
| 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 | |||
| Category | |||
| Note | |||
| Top
| |||
