Add, Edit, and View Users

User Entitlements allow you to add, edit, and view user settings. Use the User: Add function to create new users. Use the User: Edit function to change a user's settings, privileges, and access. Use the User: View screen to see a read-only screen. The actions you can perform are based on your own entitlements.

Note: The fields described in this section may not appear on your screen. Fields that appear are based on your cash management services and your entitlements.

From the Service Menu, click Administration and then Entitlements.
From the Feature Menu, select User > Add. To edit or view a User select User > Edit or View and then use the User search options to locate the correct User.

Complete this screen by entering information in all available fields.

Organization ID

Organization ID is your organization's Customer ID. This is the ID that you enter when logging on to the system. Read only field

User ID

Enter the ID the user enters on the login screen. Every user must have a different user ID. You cannot change a User ID after you create it; you can only deactivate the User ID. Alphanumeric with space, 1-20 (double quotes -"- are not valid characters)

Last Name

Enter the user's last name. You can change the user's last name on the User setup screen.. Alphanumeric with space, 1-32 (double quotes -"- are not valid characters)

First Name

Enter the user's first name. You can change the user's first name on the User setup screen. Alphanumeric with space, 1-32 (double quotes -"- are not valid characters)

Click Submit. The User entitlements screen appears.

Complete the following information:

Last Name

The user's last name. This field may be edited.

First Name

The user's first name. This field may be edited.

Password

The password you select for this user. The user must change this password the first time he or she logs on.

Confirm Password

Confirmation of the password entered in the previous field.

Activation Date

The date this user can begin using the system. Default is today's date. Numeric, mm/dd/yyyy

Deactivation Date

The last date the user can access the system. Use this field when permanently terminating a user's access. After a period of time, the system purges the user from the system. For more information, see "Deactivate Users". Numeric, mm/dd/yyyy

Status Description

This field allows you to lock and unlock a user. Locking a user prevents the user from accessing the system.

Select User Role to assign the user one or more predefined Roles that give the user services and system administration privileges. To assign the Role(s) to the user, click the appropriate button to the right of the list: > to select the highlighted Role(s), >> to select all the Roles in the list.

Note: If you use the User Role option, you cannot assign Individual Entitlements.

Or, select Individual Entitlements if you want to assign the user privileges without assigning a Role. You can use this option to customize a user's privileges to suit his/her particular responsibilities and your internal security procedures. Then select Administrative features and functions that apply to this user.

Set up Customer

Permits the User to view your organization's settings.

Set up Role

The User can have Add, Edit, View, and Approve privileges in the Role function. A user must have Role: Edit or View privileges to approve a Role.

Set up Account

The User can have View and/or Edit privileges in the Account feature.

Set up User

The User can have Add, Edit, View, Clear, Approve, and Password Maintenance privileges in the User function.

Note: Clear allows a user with User: Edit or View privileges to end a user's current login session. Approve gives a user with User: Edit or View privileges the right to approve new users and changes to users' settings. Password Maintenance gives a user with User: Edit privileges the right to change another user's password.

Select the Template functions and features that this user can access.

Import Template: The user can add, edit, or view an Import Template, such as Positive Pay.

Add: The user can add an Import Template.
Edit: The user can edit an Import Template.
View: The user can view an Import Template.

Select the Audit functions and features that this user can access.

AdHoc View: The user can run audit reports.

Action: The user can audit Action events.
Transaction: The user can audit Transaction events.

Configure: The user can select which items appear in the audit report.

Select the Positive Pay functions and features that this user can access. This option may not appear on your screen.

Exception: Select to automatically include all of the Exception features among the options that can be made available to the User.

Pay: Request payment of a check that appears on the Positive Pay Exceptions screen.
Return: Request the return of a check appearing on the Positive Pay Exceptions screen.
View: View a check image.
Pay with Issue: Issue check information and request payment at the same time.

Issue Maintenance: Select to automatically include all of the Issue Maintenance features among the options that can be made available to the User.

Add Issues/Voids: Use the Add Issues/Voids screen to enter issued or voided checks.
Change Status: Use the Change Status screen to change issue checks to void and void checks to issue.

Import: Select to automatically include all of the Import features among the options that can be made available to the User.

Run Import: Customers can use the Positive Pay Import feature.
View Import Reports: Users can use the Positive Pay Import Report feature.

Monitor: Select to automatically include all of the Monitor features among the options that can be made available to the User.

Exceptions: Users can monitor check exception information.
Issues: Users can monitor issue information.

Select Check functions and features that this user can access. This option may not appear on your screen.

The Check service allows users to make stop payments, view the status of a check, view check images, and make various type of transaction inquiries.

Stop Payments: Select to automatically include all of the Stop Payment features among the options that can be made available to the User.

Single Stop: Use the single Stop Payment feature.
Range Stop: Use the Range Stop Payment feature.

Transaction Inquiry: Select to automatically include all of the Transaction Inquiry features among the options that can be made available to the User.

All Debits: Inquire on all debit transactions.
Paid Checks: Inquire on paid checks.
Deposit Tickets: Inquire on deposit tickets.
Deposited Items: Inquire on deposited items.
Debit Memos: Inquire on debit memos.
OTC Checks: Inquire on OTC (Over the Counter) checks.
Stop Payments: Inquire on stop payment requests.
Issues: Inquire on issue checks.
Voids: Inquire on void checks.

Monitor: Customers can access the Check Monitor feature. Monitor does not require additional configuration.

Select Balance Inquiry functions and features that this user can access. This option may not appear.

The user can use Balance Inquiry to review a variety of account balances.

Deposit Balances: Select to automatically include all of the Balance Inquiry features among the options that can be made available to the User.

Current Available: Inquire on current available balances.
Current Ledger: Inquire on current ledger balances.
Account Balances: Inquire on account balances.

Note: Click Reset to return fields to their original values.

Click Submit and Assign Accounts to assign the user access to Positive Pay, Check, and Balance Inquiry entitled accounts; or click Submit to save settings without assigning the user accounts and services.
Select the accounts and services the user can access.

Click Submit. The User: Edit screen reappears.
To set up this user to use ACH, Cash Management, Wire, and/or Reporting services, click Set up Payments and Reporting. Complete the appropriate screens for these services. Click Help at the bottom of the screens to view field descriptions and related procedures.

Note: If dual approval of users is required a second administrator must log on and approve a new user before the user can log on.