The Account configuration allows you to set up all internal and external user accounts.
Click New Account to create an account. Click Edit to update an existing user account.
FIELD | DESCRIPTION |
Enter an email for the user. | |
Friendly Name | Enter the name of the user. |
Account Type | Select a user account type:
|
Locale Override | Select an option to allow the user to view a different language translation. |
Support User | Turn on the toggle |
to indicate this user can be contacted for help with the system. When a support user is set up, the Contact Support option appears in the navigation bar. | |
Associated Roles | Select roles to assign to the user. |
Trading Partners | Select which trading partners are visible to the user. Select the Select All checkbox to enable all records. |
FIELD | DESCRIPTION |
Visible Transactions | Select which business transactions are visible to the user. You can also select the default business transaction type to display. |
Alert Configurations | Enable alerts for the user. |