Manage Users (individual user)

From the Manage Users page, you can perform a variety of tasks. The following information is displayed when your company is configured to manage users using user groups:

Filter

Limit what appears on the page with these filters:

• Show All – View all the users created for the company.
• Last Name – View only users with this last name.
• First Name – View only users with this first name.
• User ID – View only users with this User ID.

Last Name/First Name

Shows the defined last and first name associated with the user account.

User ID

Show the user ID defined for the user

The User ID is a hypertext link which can be used to access the View User page. From the View User page, you can access the Edit User page.

Entitlement

One of these access levels for the user:

• None – The user has no entitlements granted.
• Custom – The user has specific entitlements.
• Full – The user has all current and future entitlements.

Approver

If this option is checked, the user can approve transactions processed by other users.

Admin

If this option is checked, the user can manage other user's entitlements.

User Status

The user's Active or Inactive status:

• Active – The user is entitled to access system features.
• Inactive – A user cannot access the system using an inactive user account. User account information is retain and the account can be re-activated.

Approval Status

Indicates where the user account is currently in the approval process

This column only appears when approvals are required.

Last Modified

Information pertaining to the last change to the user account

Action

Provides a menu that enables you to do the following actions:

• View User – Opens the View User page. You can access the Edit User and Copy user pages from the View User page.
• Copy to New User – Create a new user using the entitlements defined for the selected user.
• Copy to Existing User – Copy the entitlements from the selected user account and use them to modify the entitlements of an existing user.