Overview Tour
Managing Services
The Company Services, Users, and Accounts segments contain the module authorizations assigned to the company and which services are active or inactive for users and accounts.
Service Summary
Select on a module name from the Company Services segment to view a services summary and detail information for that module.
Service Summary
The module's Services Summary page will be displayed. From here you can select Show Detail to show / hide detail user and account assignments for all services for the module.
Service Summary
The module's Services Summary page will be displayed. From here you can select Show Detail to show / hide detail user and account assignments for all services for the module.
Service Summary
Select the tabs along the top to view services assignment information for other modules.
Service Summary
Print or download a PDF of the services report for the given module by selecting Print or PDF, respectively.
Service Summary
The module detail page indicates all available services for the module and which are active / inactive for any users or accounts in the company.
Edit Services by User
You can edit services for a given user (from the User Detail page, select the module you want to modify entitlements for from within his / her User Services segment). The module's Services Summary page will be displayed for the selected user. You may edit the following services via Self Service: Information Reporting, Account Management, Receivables (Lockbox), ACH, File Transfer, and Self Service. From here, select the edit button to modify his / her services for this module.
Edit Services by User
You can edit services for a given user (from the User Detail page, select the module you want to modify entitlements for from within his / her User Services segment). The module's Services Summary page will be displayed for the selected user. You may edit the following services via Self Service: Information Reporting, Account Management, Receivables (Lockbox), ACH, File Transfer, and Self Service. From here, select the edit button to modify his / her services for this module.
Edit Services by User
Select the applicable services for the desired account(s). After the specifications are to your liking, select the save button.
Edit Services by User
Use these 'arrow' buttons to batch-select entire rows or columns.
Edit Services by Accounts
You can also edit services for multiple users at once on a particular account (from the Account Detail page, select the module you want to modify entitlements for from within the account's Account Services segment). The module's Services Summary page will be displayed for the selected account. From here, select the edit button to modify multiple users' services for this module, for this account.
Edit Services by Accounts
To select all services and accounts available to this account for the module, select the Select All. checkbox.
Edit Services by Accounts
Select the applicable services for the desired user(s). After the specifications are to your liking, select the save button.
Edit Services by Accounts
Use these 'arrow' buttons to batch-select entire rows or columns.
