User Access

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When you first enter the User Access screen, you will see one of three different scenarios:

1. If the user currently has access to no accounts, divisions, or departments, you will be prompted to select an account to add to the user's access list.
2. If the user currently has access to one or more accounts, you will have the option to add, remove, or maintain accesses as well as change the default account/division/department access.
3. If you are attempting to edit your own profile, you will have the option to change your default account, division, and department.

To Add User Access Levels:

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You may add accounts, divisions, and departments to User Access using a web-based wizard. As you complete each step in the wizard, the screen will refresh and move you to the next step. At any point in the wizard, you may return to a previous step by clicking the circle to the left of the Step number and description in the left-most column of the wizard. If you are editing a User Access profile that currently has no associated accounts, divisions, and departments, selecting User Access will start the Add Access wizard. Important Note: Once at least one account has been added to the user's access, then you may add accounts, divisions, or departments by clicking the appropriate button: Add Account, Add Division, or Add Department, (depending on which button is visible), to begin the wizard. The wizard guides you through the following steps:

1. Step 1 - Select Account: Account access is added when the first accessible division/department is added to the account.
   1. If the account to which you wish to add access is visible in the Account list, click the hyperlinked account name to proceed to Step 2. Otherwise, you may use First 10, Previous 10, Next 10, or Last 10 to navigate through the list. If you know the first few characters of the account ID or Name, you may select a search type from the Search for Account where ID Begins Name Begins drop-down list, enter your search string in the provided field, and click the Search button.
   2. The screen will refresh to display a list of the available accounts matching your search criteria.
   3. After locating the desired account, click the hyperlinked account name to select the account and proceed to Step 2.
2. Step 2 - Select Division:
   1. If the division to which you wish to add access is visible in the Division list, click the hyperlinked division name to proceed to Step 3. Otherwise, you may use First 10, Previous 10, Next 10, or Last 10 to navigate through the list. If you know the first few characters of the division ID or Name, you may select a search type from the Search for Division where ID Begins Name Begins drop-down list, enter your search string in the provided field, and click the Search button.
   2. The screen will refresh to display a list of the available divisions matching your search criteria.
   3. After locating the desired division, click the hyperlinked division name to select the division and proceed to Step 3.
   
   
3. Step 3 - Select Department:
   1. If the department to which you wish to add access is visible in the Department list, click the hyperlinked Department name to select the department. Otherwise, you may use First 10, Previous 10, Next 10, or Last 10 to navigate through the list. If you know the first few characters of the department ID or Name, you may select a search type from the Search for Department where ID Begins Name Begins drop-down list, enter your search string in the provided field, and click the Search button.
   2. The screen will refresh to display a list of the available departments matching your search criteria.
   3. After locating the department you wish to add, click the hyperlinked department name to add the department access. The screen will refresh and offer you the opportunity to add other accounts, divisions, or departments. When you are done adding accesses, click the I Am Done button to exit the wizard and display the list of accounts now accessible to the user.

To Remove User Access Levels:

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You may remove accounts, divisions, and departments from User Access using a web-based wizard. As you complete each step in the wizard, the screen will refresh and move you to the next step. At any point in the wizard, you may return to a previous step by clicking the circle to the left of the step number and description in the left-most column of the wizard. If you are editing a user access profile that already has associated accounts, divisions, and/or departments, you may remove accounts, divisions, or departments by clicking on the appropriate button: Remove Account, Remove Division, or Remove Department, (depending on which is visible), to begin the wizard. The wizard guides you through the following steps:

1. Step 1 - Select Account: Account access is removed when the account no longer contains any accessible divisions/departments.
   1. If the account from which you wish to remove access is visible in the Account list, click the hyperlinked account name to proceed to Step 2. Otherwise, you may use First 10, Previous 10, Next 10, or Last 10 to navigate through the list. If you know the first few characters of the account ID or Name, you may select a search type from the Search for Account where ID Begins Name Begins drop-down list, enter your search string in the provided field, and click the Search button.
   2. The screen will refresh to display a list of the accessible accounts matching your search criteria.
   3. After locating the account, click the hyperlinked account name to select the account and proceed to Step 2.
   
   
2. Step 2 - Select Division:
   1. If the division from which you wish to remove access is visible in the Division list, click the hyperlinked division name to proceed to Step 3. Otherwise, you may use First 10, Previous 10, Next 10, or Last 10 to navigate through the list. If you know the first few characters of the division ID or Name, you may select a search type from the Search for Division where ID Begins Name Begins drop-down list, enter your search string in the provided field, and click the Search button.
   2. The screen will refresh to display a list of the accessible divisions matching your search criteria.
   3. After locating the division, click the hyperlinked division name to select the division and proceed to Step 3.
   
   
3. Step 3 - Select Department:
   1. If the department from which you wish to remove access is visible in the Department list, click the hyperlinked Department name to select the department. Otherwise, you may use First 10, Previous 10, Next 10, or Last 10 to navigate through the list. If you know the first few characters of the department ID or Name, you may select a search type from the Search for Department where ID Begins Name Begins drop-down list, enter your search string in the provided field, and click the Search button.
   2. The screen will refresh to display a list of the accessible departments matching your search criteria.
   3. After locating the department you wish to remove, click the hyperlinked department name to remove the department access. The screen will refresh and offer you the opportunity to remove other accounts, divisions, or departments. When you are done removing accesses, click the I Am Done button to exit the wizard and display the list of accounts now accessible to the user.

To Maintain User Access Levels:

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Maintaining User Access is accomplished by clicking Maintain to the right of any accessible account for the user. Choosing Maintain will display the list of divisions and departments accessible to the user within the selected account. Once the department list is displayed, you may add or remove divisions and departments as described above or change the default account and department access as described below.

To Change the Default Account and Division/Department:

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To change the default account and division/department access, you should find the account name you wish to set as the default, click Maintain to bring up a list of divisions/departments, and click on a division/department name link to set the selected division/department as the default. This is the only portion of User Access that you, as an administrator, may change for your profile.

If you wish to modify the settings for a different user, you may click Click Here to return to User Maintenance to return to the User Maintenance screen.