User Information Tab:

• Select the user’s Primary Workflow (department) from the drop-down menu.

• Web users can be assigned access to more than one department by clicking Other Workflows for User then checking off the workflows.

• Opt-in for email alerts by checking the box.

• Reset the user’s password by clicking Reset Password.

• Set the Default Ship/Bill to Address; once set for an individual in a Workflow/Department, the address will apply to all requisitions/purchase orders for that department.

• If you have made ANY changes on this page, click Save before going to another tab.

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Permissions Tab:

• Select the user’s permissions.
• Select Copy from User to replicate another user’s permissions.

• If you have made ANY changes on this page, click Save before going to another tab.

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The Account Group(s) Tab:

• View the Account Groups for the user; add an account group by checking its box, remove a group by unchecking its box.

• Click Copy from User to replicate another user’s Account Group List.

• Select View Accounts to see the complete Chart of Accounts Access List.

• If you have made ANY changes on this page, click Save before going to another tab.