User Management
The user management component gives access to user-, access- and user-group information. It is here that you can create and update accounts, check past communications & review the user-access. The component is split into the several subsections:
Address Match Map– match user accounts against addresses (Removed on 01/10/2017)- Communications
– User communications
- Email from unknown parties
- Find Communications by Order
- Import/Export – import and export user information
- Invitation – Submit invitations to existing users and check their respective status
- Logged-In Users – List of currently authenticated Users
- My Communications – my personal communications
- Parties
– Manage user accounts, user-groups & permissions
- Profile
- Billing Account
- Communications
- Contact Lists
- Financial History
- Geo Location
- Identification Numbers
- Orders
- Quotes
- Rates
- Requests
- Shopping Lists
- Tax Infos
- User Content
- Vendor
- Security
– Find & Update Security Groups (group permissions) & user-logins
- Cert Issuer
- Find Security Group
- Find User Login
- Visits – Find server-requests
Communications
The Comm Event screen (“User» Communications”) organizes communications that have been recorded by the system. …
User Import / Export
The Import/Export screen (“User » Import/Export”) is a quick and easy way to create and export user-accounts. …
Invitations
The system can be used to send out “invitations” (“User » Invitations”) to external parties. This concept is …
Logged-in Users
As the name may suggest, the “Logged-in Users” (“User » Logged-in Users”) screen, displays a list of all …
My Communications
“My Communications” (“User » Import/Export”) lists all of the communication events that are assigned to the …
Parties
The parties screen (“User » Parties”) is the central place to organize all things related to user accounts. …
Security
The security screen, accessible through “User » Security”, gives easy access to user account information. It …
Visits
The “Visits” screen (“User» Visits”) displays a comprehensive list of requests according to the …
