This section describes the configuration settings required for Account Holders to directly modify, within ProMaster, some user and account-related information.
To set Self-Service settings:
1. Select the Admin tab, then click on
Configuration Settings;
2. Select the
Security ->
Self Service Security tabs;
3. Assign the security group(s) allowed for self-service via the navigational arrows;
If no groups are assigned, the default security group of `
Account Holder' shall be applied to each user as is the case currently.
4. Click on
Update Changes;
5. Select the
Security ->
Self Service General tabs;
6. If required, activate the
Allow Authority Users flag;
This flag allows any user that you have assigned your authority to and Supervisors to carry out self-service on the user's behalf.
7. In the User Profile section, activate the
Self Service Enabled flag;
This flag will enable users to update user profile information as set out within this section.
The
Supervisor drop-down option of "
Assign Only allows" it to be set if it is blank only.
8. In the Account section, activate the
Self Service Enabled flag;
This flag will enable users to update account information as set out within this section.
The
Allow Expiry Edit flag allows users to change the expiry date on their card.
