Administration


For the following functionalities, you need to be an Administrator.

Adding a user

  1. From the home page click on the Administration menu option than click Add User. The Add User page appears.

  2. On the Add User page, fill in the User ID in the User ID field.

  3. In the First Name field, type the userís first name.

  4. In the Last Name field, type the user's last name.

  5. In the Company Name field, type the name of the company for whom the user works.

  6. In the Title field, type the user's title. For example, Cashier, Manager, or President.

  7. In the Email field, type the full email address of the user

  8. In the Phone Number field, type the telephone number of the user

  9. In the Password field, type the password the user uses to log in. Type the same password in the Reconfirm Password field.

  10. Make sure the Password Change Required checkbox is checked if you want to require the user to change his or her password after first logging on.

  11. From the Money Order Access Type radio buttons, select the type of user you are creating.

  12. Select the agents that the user should have access to.

  13. If the type of user that is being added is external viewer, please select the reports that user may have access to.

  14. When you are done, click Save.

  15. You have successfully created a new user.


Deactivating a user

When a user ID is no longer needed, it should be deactivated. In order to deactivate a user, do the following:

  1. Find the user you want to deactivate. See Finding a user for how to find a user.

  2. From the Search results page, click the user ID of the user you want to deactivate. The edit user page displays

  3. Click on the Status dropdown box.

  4. Select Inactive.

  5. Click Save Changes. The user goes back to home page.

The user has been deactivated.


Finding a user

Before you can make changes to a user, you first need to find the user. To find users, do the following:

Note: In order to avoid matching too many users, specify as much information as possible.

  1. From the Administration Menu click on Search User.

  2. The Search User page appears.

  3. If you know the User ID (or the first letter(s)) of the user you want to find, type them in the User ID field.

  4. If you know the first name (or the first letter(s)) of the user you want to find, type them in the First Name field.

  5. If you know the last name (or the first letter(s)) of the user you want to find, type them in the Last Name field.

  6. If you know the agent and account number (or the first digit(s)) of the user you want to find, type them in the Agent/Account Number field.

  7. If you know the status of the user you want to find, select it from the User Status drop-down list.

  8. When you have specified all of the information you want, click Search to display the results

  9. Select User from the results list.


Modifying a user

When you need to make changes to a user's profile, do the following:

  1. Find the user you want to modify. See Finding a user for how to find a user.

  2. From the Search Results page, click the user ID of the user you want to modify. The Edit user page appears.

  3. On the Edit user page, change any values that you want to change.

  4. When you are done making changes, click Save Changes.

The user has been modified.


Viewing a user

When you want to see how a user is set up in the Internet Reports system, do the following:

  1. Find the user you want to view. See Finding a user for how to find a user.

  2. From the Results page, click the user ID of the user you want to view.

  3. Edit User page is displayed for viewing.