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Comment: Published by Scroll Versions from space ENWORK and version Documentation
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Create a new user and enter personal data (name, department, detail).

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How can I create a new user?

How can I change the login data?

What do the site access rights mean?

You can use the "New user" button to create a new user for your 

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in the tab "Administration → User management". By creating new users, you can grant several persons access to
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. This has the advantage of allowing you to assign areas of responsibility and view activities by every user in the application.

Creating a new user

  1. "Set up new user profile" button

Proceed as follows to create a new user:

1. Click on the "Set up new user profile" button.

→ The "Detailed view of user" appears.

  1. Access data
  2. Personal data
  3. Localisation data
  4. Site access rights that are enabled for the user
  5. "Create user" button
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titleUser name of the new user
You cannot change the user name after creating the user. The user name can only be changed by
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for security reasons.

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titlePassword for the new user

You cannot enter a password for the new user. The new user will be automatically sent the password valid for use with their access data. You can change the password in the user management once the user has been created. Make sure that you change the password before handing over the access data. Otherwise, your password may be passed on to unauthorised persons.


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titleStatus

You have the option of creating "inactive" new users. This has the advantage of allowing you, for example, to have access rights ready for future new employees.

2. Enter the user name and select a status.

3. Enter the personal data.



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title"Time zone" input field

Operations can only be displayed and created with the correct time data as long as you have selected the right time zone for the user.


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title"Culture" input field

The selection made under "Culture" affects both the language that is shown to the user in

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, and the date and decimal format, this being, for example, the date as DD.MM.YYYY or MM/DD/YYYY, as well as the thousands and decimals separators used.

4. Select the localisation data.

5. Select the site access rights. A description of the site access rights can be found in the table below.


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titleShowing and hiding site access rights
When you activate a higher-level site access right (indicated in bold type), the corresponding lower-level site access rights are shown. All lower-level site access rights are shown in Fig. Site access rights.

  1. View operations
  2. Change operations
  3. Terminal
  4. Batch files
  5. Fraud prevention
  6. Dashboard
  7. Administration
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title"Optional" flag

Functions that are flagged as "optional" within

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might not be enabled within
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you are using.
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will be happy to enable these functions for you when necessary.


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titleTable showing "View operations" site access rights

"View operations" site access right

Description
View operationsEnable the tab "View operations"

Operations

Enable the tab "View operations → Operations"

Data export

Enable the tab "View operations → Data export"

Terminal only operations

The user only sees the operations in

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that were created using the tab "Create operations" (optional)

Statistics

Enable the tab "View operations → Statistics"

Detailed view of an operation

Enable the detailed view of operations. You can access information about customer and operation data, and perform additional actions in the detailed view.

Subscriptions

Enable the tab "Create processes → Subscriptions"

Reconciliation

Enable the tab "View operations → Reconciliation"

Detailed view of subscription

Enable the detailed view of subscriptions. You can access information about customer and operation data in the detailed view.

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titleTable showing "Change operations" site access rights

"Change operations" site access rights

Description

Change operationsEnable editing of operations using the detailed view of operations

Execute captures

Enable the "Execute captures" action in the detailed view of operations

Create subscriptions

Enable the "Create subscriptions" action in the detailed view of operations

Execute reversals

Enable the "Execute reversals" action in the detailed view of operations

Change subscriptions

Enable the "Change subscriptions" action in the detailed view of operations and of subscriptions

Execute credits

Enable the "Execute credit" action in the detailed view of operations

Delete personal data

Enable the "Delete personal data" action in the detailed view of operations

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titleTable showing "Terminal" site access rights

"Terminal" site access rights

Description
TerminalEnable the tab "Create operations" (optional)

Card terminal

Enable the tab "Create operations → Card terminal

Direct debit terminal

Enable the tab "Create operations → Direct debit terminal"

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titleTable showing "Batch files" site access rights

"Batch files" site access rights

Description
Batch filesEnable uploads and downloads of "batch files"

Settlement files

Enable the tab "View operations → Settlement files"

Batch files

Enable the tab "Create processes → Batch files"

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titleTable showing "Fraud prevention" site access rights

"Fraud prevention" site access rights

Description
Fraud preventionEnable the tab "Fraud prevention" (optional)

Black list

Enable the tab "Fraud prevention → Black list"

White List SecurePay

Enable the tab "Fraud prevention → White List SecurePay"

Black List SecurePay

Enable the tab "Fraud prevention → Black List SecurePay"

Create white list entries

Enable the creation of entries in the white list

Create black list entries

Enable the creation of entries in the black list

Change white list

Enable changes to entries in the white list

Change black list

Enable changes to entries in the black list

Detailed view of a list entry

Enable the opening of the detailed view of a list entry in the black list and white list

White list

Enable the tab "Fraud prevention → White list"

Detailed view of SecurePay

Enable the opening of the detailed view of a list entry in the SecurePay black list and white list

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titleTable showing "Dashboard" site access rights

"Dashboard" site access right

Description
Dashboard

Enable the tab "Dashboard" (optional)

Dashboard

Enable the "Dashboard"

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titleTable showing "Administration" site access rights

"Administration" site access rights

Description
AdministrationEnable the tab "Administration" (optional)
User management

Enable the tab "Administration → User management" (optional)

User log

Enable the tab "Administration → User log" (optional)

6. Click on the "Create user" button.

→

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verifies the values entered. If the values are invalid, a message showing the reason why will appear in red. If the values are valid, the user is created.

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In this section

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