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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

Email

Enter an email for the user.

Friendly Name

Enter the name of the user.

Account Type

Select a user account type:

  • Administrator: Can view configuration pages as well as other functionality.
  • Internal: A host user. Cannot view configuration pages.
    External: A vendor/trading partner user. Cannot view configuration pages.

Locale Override

Select an option to allow the user to view a different language translation.

Support User

Turn the toggle button on 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.
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