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To create and edit AccountCentral users via the admin screens:
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Login to the AccountCentral Admin interface.
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| 2. |
Pull up the User Admin interface.
| To add new users via the admin screen:
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Click the "Add New User" link.
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| 2. |
Fill in all Account information fields.
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If you need to lookup or verify the SL custID, click the "Lookup CustID" link.
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| 3a. |
All custId search fields are optional. Then click the "Do Lookup" button. Note:To prevent extended search time enter in as much data as possible for searching.
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| 3b. |
Click the "choose" link next to the correct custID.
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| 4. |
If you would like the user to have an automated email sent to them with their account login and password, click the "Send Account Registration Email" checkbox. Note:Email content comes from Email Template "REGISTER".
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| 5. |
When all fields are filled out, click the "Register" link.
| To edit users via the admin screen:
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Search for the user by filling in any of the fields in the User Search screen and clicking on the "Search" button.
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| 2. |
Click on the user you want to edit.
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| 3. |
Change any fields that need to be updated. Then click the "Update" button to save changes. Note:To keep the password unchanged, leave the password field blank. |
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To reset the users password to a new random password an have an email sent to them with their login information, click the "Set Random Password" button. Note:Email content comes from Email Template "RESETPASSWORD".
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Posted In:
Account Central® ->
Documentation
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