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Creating and Modifying Users

To create a user:

1. Select the Admin tab;

2. From the Administration page, select the User List option on the left;

3. Click the New User button;

A Profile Edit page appears.

4. Complete the Personal and Organisation section information for the new user;

If you are creating an Account Holder, you will need to select a Supervisor for the new ProMaster user. Use the Employee Search engine on the right to do this.

The Admin Centre is utilised for reporting purposes.

The location is utilised in the Dispute Fax and Commitment Confirmation Fax. The location assigned to a user determines the details that will default for that detail in a Dispute Fax (if the Dispute function is active) and on a Purchase Order (if the Procurement function is active).

Display Language is the language of the labels set up (see Language Translation (Optional)).

The Region field is optional. If it is populated, it references the Regions table (see Regions). It is used only for ProMaster instances where it spans multiple countries utilising only one currency. The value in this field overrides the value set for Claim accounts (see The Account Details tab).

5. Click Update Changes.

Tips:

· If large numbers of users need to be added at once, if may be more efficient to upload the data utilising PMTools (see the Technical Manual, "Managing ProMaster").

· Clicking Update Changes will save any changed information selected.

· After updating the first time (which creates the user profile), a number of tabs appear enabling additional information to be entered. Likewise, you can assign Admin Centres, user access levels and Accounts at a later stage by selecting the user from the user list.

· ProMaster by default assigns Account Holder authority to the new user that provides basic log-in rights but does not entitle them to an account.

· To assign a role to the user, click the Security tab on the Profile Edit page. Click the arrow buttons to move the level from one side to the other. Security levels available are:

· Help Desk

· Account Holder (default)

· Supervisor

· Admin Centre Controller

· Financial Official

· Enterprise Controller

· Security is explained further (see Assigning Security Access Rights).

Note:

Each user may have more than 99 accounts to their name.

To modify single user information:

1. Select the Admin tab;

2. From the Administration page, select the User List option on the left;

3. From the User List page, specify Search Parameters to refine your list of users;

See "Searching for Users"

4. On the right hand side of the list of users, click the associated Edit User Details icon;

5. From the Profile Edit page, update the user's information;

6. Click Update Changes or Cancel to close the page.

Note:

The Region field is optional. If it is populated, it references the Regions table (see Regions). It is used only for ProMaster instances where it spans multiple countries utilising only one currency. The value in this field overrides the value set for Claim accounts (see The Account Details tab).

Tip:

Sometimes a change is required that is identified for multiple users such as changing Admin Centres or assigning Permitted GL Codes. If a change is required for multiple users, you can utilise the Select flags on the left of the user list (see Setting Properties of Multiple Users), then select the Set Properties button.

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