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Tools & Resources

Detailed Views


2.1 User Detail

In this section, view details for the user, reset a password, edit a profile, or edit access times.

1. Click the plus/minus button to show/hide and edit the user profile information.

2. The user services panel displays all module authorizations assigned to the company and which services are active/inactive for the user.

3. Throughout Self Service, use the ‘Home’ button to return to the Self Service Homepage or the ‘Back to Key Total Treasury’ link to return to Key Total Treasury.

2.2 Account Detail

1. Click the account name from the Self Service Homepage to view detailed information for that account.

2. View details for the account and edit/change the account name via the dropdown box ‘Account Name’

3. The user services panel displays all module authorizations assigned to the company and which services are active/inactive for the user.