Overview Tour
ACH: Manage Reports & Users
[need copy]
User Maintenance tile1
For companies that utilize the Key Total Treasury Self Service module, User Maintenance allows administrators to view and modify user roles in KTTACH.
The list displays all users. Like other lists, filters can be applied to the view and columns can be configured and saved to show desired data elements.
User Maintenance tile2
Available actions for each user can be accessed from the Actions column. Selecting a row or selecting the View option displays the user detail.
User Maintenance tile3
User details and permissions (roles) are displayed. Select the Modify button to allow editing of the Set Permissions segment.
User Maintenance tile4
Select a role to View via the Actions column will launch a detailed report for that role.
User Maintenance tile5
Select the Data Permissions tab to display which ACH companies the user can act upon.
User Maintenance tile6
Existing roles can be assigned to a user.
User Maintenance tile7
Roles can also be copied from an existing user in the Copy User feature. In this example, Jane Doe’s roles are copied to a new user.
User Maintenance tile8
Modified users will require approval by another Self Service user before roles are active.
Role Maintenance tile1
The Role Maintenance section allows a Self Service user to view information about existing roles and permissions setup for th KTTACH module. Modifications or additions to roles will require interaction with a Key Total Treasury representative.
The role list displays all roles that are assigned.
Role Maintenance tile2
Select on a role or action within the Actions column to display a list of permissions associated to the role.
Role Maintenance tile3
Groupings of permissions are displayed in expandable sections, such as this, displaying detailed permissions.
Role Maintenance tile4
Selecting the View Audit History link will display the Role Audit History Report for that role.
Role Maintenance tile5
Demonstrating the Role Audit History Report.
