Difference between revisions of "Account Management"

Revision as of 10:47, 26 June 2023


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

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
Role	Cost Visibility
	AM PM
Top

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
Top

@@ Line 100: / Line 100: @@
 |-
-| colspan="4" | [[File:AcctMngRoleMgnt_1400x527.png|Role Management]]
+| colspan="4" | [[File:AcctMngRoleMgnt 1400x527.png|Role Management]]
 |-
-| colspan="4" | &nbsp;
+| class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" | &nbsp;
+| colspan="4" style="width: 265px;" | Used to manage user accounts.
 |-
-| colspan="4" | &nbsp;
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Add, edit user accounts
 |-
-| colspan="4" | &nbsp;
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Assignment user licenses
+|-
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Role assignment
+|-
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Manage cost visibility
+|-
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Manage time setting AM/PM or Military
+|-
+| class="headerMainTitles" colspan="4" | Fields
+|-
+| class="fieldGrayBackgrounds" style="width: 265px;" | Role
+| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+| class="fieldGrayBackgrounds" style="width: 432px;" | Cost Visibility
+| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
+|-
+| class="fieldGrayBackgrounds" colspan="2" | &nbsp;
+| class="fieldGrayBackgrounds" colspan="2" | AM PM
+|-
+| colspan="4" | &nbsp;[[Account_Management#top|Top]]
 |-
 | colspan="4" | &nbsp;
 |}