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Treasury
Treasury: Edit a User
Authorized users with the Manage Users right can make changes to existing users
at any time. This is especially beneficial if someone’s job title changes, and their
approval limits and responsibilities need to be adjusted.
Edit a User
In the
Commercial
tab, click
Manage Users
.
1.
Find the user you want to edit and click the
icon.
2.
View the user’s contact information.
3.
View their login name, channel, status and last login.
4.
(Optional) Activate or deactivate a user by clicking the button under the
User’s Status.
5.
(Optional) Using the “User Role” drop-down, select a different user role. Click
the
Update Role
button when you are finished.
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