User Maintenance |
  
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User Maintenance |
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Please note: Some functions, menus or views may not be available to you. This is dependent on your user privileges and job role set by your Administrator |
(From Version 7.3 onward). This screen allows you to maintain all users of the site.
A list of all the current users is shown on the left of the screen. If you have a large number of users this list may be spread over a number of pages.
The list has a row of buttons at the bottom:
Create a new user – the fields to the right of the list will be cleared to allow a new user to be defined.
Delete a user – a confirmation message will be displayed before the user is deleted
To navigate between pages, press the arrow buttons on the bottom of the list.
To amend an existing user click on the user in the list and the details will be displayed on the right for editing. (The selected user is highlighted in the list)
The following fields are available for configuration:
For a new user, enter a unique code for that user (up to 5 alpha-numeric characters). This code is used internally by the system to identify actions and transactions for that user.
Enter the full name of the user. Commercial In Confidence Page 24 of 26
Enter a login name for the user (up to 25 alpha-numeric characters). This must be unique within the Consortium. This is the name that the user will actually enter when logging in.
Enter an initial password, which will be validated against the defined Account Policy – to ensure it is long and complex enough..
Although you cannot view users’ passwords, you can change a user’s password via this field if it has been forgotten. When you enter a new password here you should notify the user, who will then be given the opportunity to change it when they next log on.
The check box under the password indicates whether the account is locked or not. An account is normally locked after three failed login attempts.
If the check box is active, the account is locked and clicking the check box will unlock the account.
If the check box is greyed out and inactive, the account is not locked. This will only become active after three failed login attempts.
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To change the password, see the Password Maintenance section or contact your systems administrator if you do not have access. |
A tick makes this user active. If this is not ticked the user cannot log into the system – this can be used to temporarily disable an account.
Select from the drop-down the Menu that you want to be displayed to this user when they sign into the system. Typically you might have set up separate menus for Users, Administrators and Managers.
This is the default Site assigned to the user. In most cases you will only have a single site operation.
Select from the drop-down list the type of payments that the user will be able to process.
Select the machine group which the user is going to use from the drop-down list.
Tick the appropriate Security Groups for the user.
