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User Maintenance


2. User Maintenance

For companies utilizing ACH Self Service, User Maintenance allows your company administrators to view and modify users in ACH.

User Maintenance

  • The User Maintenance 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.
  • 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

  • User details and permissions (roles) are displayed. Select the Modify button to allow editing of the Set Permissions segment.
  • Select a role to View via the Actions column will launch a detailed report for that role. Select the Data Permissions tab to display which ACH companies the user can act upon.

    User Maintenance

  • Existing roles can be assigned to a user.

    User Maintenance

  • 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

  • Modified users require approval by another Self Service user before roles are active.