KeyTotalTreasury logo
Online Help

Company Users Section


Overview

In the Company Users section, choose a user to reset their KeyNavigator password, modify system access times, and view or edit their existing service set up and permissions.

Company Users are listed in alphabetical order by last name. You can re-sort the list by Name, User ID or Last Login in ascending or descending order by clicking on the list headers.

To reset a password, modify system access times and view or edit service set-up by user, select a user from the Company User list to enter the User Detail page.


User Detail Page

The User Detail page displays the Reset Password option, Access Times panel, and the User Services panel. The User Services panel displays the company’s current services and which services are active/inactive for the user.

Reset User Password

  1. Select a user from the Company Users list on the Self Service homepage to enter the User Detail page
  2. In the Reset Password section, click edit
  3. Enter a temporary password and click save
  4. The next time the user logs into KeyNavigator, they must enter the temporary password. Once the temporary password is entered, they will be prompted to enter a password of their choice.

Update User Access Times

  1. Select a user from the Company Users list on the Self Service homepage to enter the User Detail page
  2. In the Access Times section, click edit
  3. Modify the user’s access time and click save

Edit User Services

You may also edit services for multiple users at once on a particular account.

  1. Select a user from the Company Users list on the Self Service homepage to enter the User Detail page
  2. Under the User Services section, click a service to open the User Services: Services Summary page
  3. The User Services page displays the user’s existing set-up and permissions for that specific service
  4. To make modifications, click edit

    Note: Not all services are modifiable. If the edit button is not displayed, the service is view only. To make changes to the set-up of view only services, reach out to a member of your KeyBank team.

  5. Enter all necessary edits and click save

Add a New KeyNavigator User

  1. Click the add user button in the Company Users section of the Self Service Home page

  2. Enter the User Profile information or use the Copy User Access From dropdown to model the new user’s access after an existing user and click save

    Note: The new user will receive a KeyNavigator Notification email with their User ID & Temporary Password and login instructions

  3. After the user is created, you can now select them from the Company Users list on the Self Service Homepage to view or edit their service set-up or grant access to applicable KeyNavigator services

Remove Users

In the Company Users section of the Self Service Homepage, click the red X button by the corresponding user you wish to remove.

Warning: Removing a user will immediately eliminate all user entitlements and access to KeyNavigator services. This action cannot be undone.

Note: Hover over the blue “I” information icon to view the reason some users or accounts are not permitted to be removed via Self Service.