Difference between revisions of "Account Management"

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| colspan="4" style="width: 265px;" | Use the Account feature to manage licenses and user accounts.
 
| colspan="4" style="width: 265px;" | Use the Account feature to manage licenses and user accounts.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|License Management]]
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|User Management]]
 
 
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| style="width: 265px;" | &nbsp;
 
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Revision as of 10:32, 26 June 2023

To access Request, select the setup COG > Account
Use the Account feature to manage licenses and user accounts.
       
Fields
Ftp Server   Username Password
 
License Management
License Management
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
License Details
Used to provide user access to active companies.
 Add, remove company assignements
 Top
User Management
User Management
Displays a list of user accounts.
 
 Top
User Details
Account User Details
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