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.
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.
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.
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