Difference between revisions of "Account 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;" | Role management provides the abiity to control which forms are available to users. Forms can be added by module or by individual form. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Add | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Add all forms for a module to the user |
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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> Remove all forms from the user |
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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> Add one or more forms from a module to the user |
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| − | + | | colspan="4" | [[Account_Management#top|Top]] | |
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| − | | colspan="4" | [[Account_Management#top|Top]] | ||
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Revision as of 10:50, 26 June 2023
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| 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 | |||
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| 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
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| Company Assignments | |||
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| Overview | |||
| Used to provide user access to active companies. | |||
| • Add, remove company assignements | |||
| Top
| |||
| 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 | |||
| • Assignment user licenses | |||
| • Role assignment | |||
| • Manage cost visibility | |||
| • Manage time setting AM/PM or Military | |||
| Fields | |||
| Role | Cost Visibility | ||
| AM PM | |||
| Top
| |||
| |||
| 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 | |||
