Using User Settings

1. When you first enter the User Settings option a Select A User window will appear displaying the list of users created in User Security. Scroll to select the user and press Enter.

2. Command options will appear with the following options:

• Change – Select Change to change the user settings for the user selected.
• Exit – Select Exit to return to the Select A User window.

Select Change.

3. At the Email Address field enter a valid email address for the user or leave the field blank.

4. A Select A Role window will appear with the following options:

• EXIT – Select EXIT to exit and move to the command options listed below.
• ALL – Select ALL to select all roles.
• A list of roles for the user
  • Admin – Administrator
  • AP – Accounts payables
  • AR – Accounts receivable
  • GL – General ledger
  • Buyer – Buyer
  • IT – Information technology
  • Ops – Operations
  • Sales – Sales

Select the role or roles for the user by scrolling to the roll and pressing Enter. Or, select ALL to assign all roles to the user. Select Exit to continue.

Note: The use of roles is for future use within Net•Yield.

Command options will appear:

• Change – Select Change to change the user settings for the user selected.
• Update – Select Update to save changes
• Exit – Select Exit to exit and return to the Select A User window without saving changes.

Use the Available Actions links below for further information.