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When you add users, you enter core attributes for the
user, and assign the user to roles.
To add users:
Select Admin.
The Admin Home Page appears. From the System
Administration tab, select User Maintenance.
The User Search screen appears.
Click Add.
The User Details screen appears. In the Core
Attributes section, enter information for the user.
The Group selection
you make for the user determines the selection lists of user names that
the user appears in. More
Select Yes for
Internal Contact if you want the user to be on selection list so that
they can be added as an internal contact for customers. More. If the user approves
credit lines, enter an approval authority amount in the Approval Authority
field. If the user allocates
credit lines, enter their Allocation Limit in the Allocation Limit field. Select a Primary
and Secondary Manager for a user, so the manager receives approval notifications
when their approval is needed, and has access to the user's work queue.
More
In the Access
Role Assignments and Business Role Assignments sections, select the roles
for the user. You can select more than one user role.
Note: Assigning
an Access Role is mandatory, but a Business Role Assignment is optional.
Click Save. |
