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47

Assign User Rights

If the User Management feature is assigned to a

user, they can change their own rights and limits.

Be sure to limit which users have this feature.

4.

Under the

Features

tab, you can choose which features this user can access. Dark

colored features indicate they are active. To deactivate a feature, simply click on

it, and the box surrounding it will turn white to signify that it is now inactive.

Manage Templates On

Create, edit, and delete any type of template.

Manage Recipients On

Create, edit, and delete recipients.

Add or remove recipients to/from templates.

Manage Subsidiaries On

Create, edit, or delete subsidiaries.

Add or remove subsidiaries to/from templates.

Manage Users On

Create, edit, and delete users.

Edit features, accounts, and limits for any user.

(see below)

5.

Under the

Accounts

tab, you can choose which accounts this user can

View

,

Deposit

funds to, or

Withdraw

funds from.

6.

Click

Save

when finished.

Commercial