Account
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. |