Company administrators can edit the user profiles of their companies’ users.
To edit user profiles:
1. On the main menu bar, from the Administration menu, select Edit User Profile. The Find User Profile - Search Criteria page is displayed.
2. If you want to search by user ID, in the Login ID field, type the user ID.
3. If you want to search by account number:
a. Click the Account Number link. The Account Selection filter selection page is displayed.
b. On the list, mark the account.
Note: Find account(s) quickly by typing the first few digits into the Find field and clicking Find.
c. Click Submit. The Find User Profile - Search Criteria page is redisplayed, showing the selected account.
4. Click Go. The Edit User Profile - Search Results page is displayed, listing users who match the search criteria.
5. In the Login ID column, click the appropriate link. The Show User Profile - User Details page is displayed.
6. Click Edit Details. The Edit User Profile page is displayed.
7. If you want to change the user's title, open the Title dropdown list and select a new title.
8. If you want to change the contact's phone number, enter a new Contact Phone Number.
9. If you want to change the contact's fax number, enter a new Fax Number.
10. If you want to change the user's geographic region, open the Geographic Region dropdown list and select a new geographic region.
11. If you want to change the user’s email address, in the E-mail Address field, type the new email address.
12. If you want to change the Notify Me When option (for receiving an email message when bills are ready for viewing), mark or clear the checkbox.
13. If you want to change the user's landing page preference, select a new Home Page Preference option. Options include:
· Invoice List (default)
· Dispute and Inquiry Summary
14. If you want to change the user's routing code, enter a new Routing Code.
15. If you want to add more roles to the user role profile:
a. Click the Add Additional Roles link. The Edit User Roles page is displayed.
b. In the Available Roles section, select the required roles.
Note: Select multiple roles by pressing the Ctrl or Shift key while selecting the roles.
c. Click Add >. The selected roles move to the Current Roles section.
d. If you want to delete roles, in the Current Roles section, select the roles and click < Remove. The selected roles move to the Available Roles section.
e. Click Continue. The Edit User Profile page is redisplayed with the selected roles.
16. If you want to modify accounts, subaccounts, groups, or customer IDs assigned to the user:
Note: All company accounts are automatically assigned to company administrators.
a. Click the User Accounts link. The Account Selection filter selection page is displayed.
b. On the list, mark the account(s), subaccount(s), group(s), or customer ID(s).
Notes:
· Select all accounts, subaccounts, groups, and customer IDs on the list by clicking Select All.
· Find account(s), subaccount(s), group(s), or customer ID(s) on the list quickly by selecting a search criterion from the Select Search Criteria dropdown list, typing the first few digits into the Find field, and clicking Find.
o When related items are found (for example, all subaccounts for an account), a Select All row is displayed. Marking the checkbox in the Select All row automatically marks all related items found.
o When you clear a checkbox on a list of related items that were automatically marked when you marked a Select All row checkbox, the checkboxes for that row plus the Select All row are cleared. All other checkboxes remain marked until you clear them.
o When you clear a checkbox in a Select All row, all checkboxes for the related items that were automatically marked are cleared.
o Whenever you click Find, the list is resorted according to the new search criteria you enter, but marked rows are not cleared.
o Restore the default sort by clicking the Service column name.
· Clear all checkboxes on the list by clicking Clear All.
c. Click Apply Selection. The Edit User Profile page is redisplayed with the selected accounts on the list.
17. Click Submit. The Show User Profile - User Details page is redisplayed, showing the updated user profile.
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