Maintain User Roles

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The Maintain Users Roles Function is used to assign/un-assign users to the available roles.           

Assign User Roles
  • Hover over Administration link in the menu bar and click on Maintain User Roles.
  • Select the Company from the Company Selection List Box.
  • Select the Role you want users to be assign to, from the Role Selection List Box.
  • Click on the User in the Users NOT in Role column.
  • Click on the >> button.
  • The User is now moved to the Users in Role column.

    •
    Un-assign User Roles
  • Hover over Administration link in the menu bar and click on Maintain User Roles.
  • Select the Company from the Company Selection List Box.
  • Select the Role you want users to be un-assigned from, from the Role Selection List Box.
  • Click on the User in the Users in Role column.
  • Click on the << button.
  • The User is now moved to the Users NOT in Role column.

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    Segregation of Duties Matrix

    Function  
    Administrator
    Approver
    Capturer
    Support
    Submitter
    Request Payment 
    Request New Payment  
    YES
    YES
    YES
    NO
    NO
    Maintain Payment Request  
    YES
    YES
    YES
    NO
    NO
    Authorize Payment Request  
    NO
    YES
    NO
    NO
    YES
    Un-authorize Payment Request  
    NO
    YES
    NO
    NO
    YES
    Submit Payment Request  
    NO
    YES
    NO
    NO
    YES
    Recall Payment Request  
    NO
    YES
    NO
    NO
    YES
    Enquiry 
    CDV  
    YES
    YES
    YES
    YES
    YES
    Company Payment Summary Report  
    YES
    YES
    YES
    YES
    YES
    Company Transaction Summary Report  
    YES
    YES
    YES
    YES
    YES
    Transaction Report  
    YES
    YES
    YES
    YES
    YES
    Company Information 
    View Company Information  
    YES
    YES
    YES
    YES
    YES
    Administration 
    Maintain Users  
    YES
    NO
    NO
    NO
    NO
    Maintain User Roles  
    YES
    NO
    NO
    NO
    NO
    Help 
    Help  
    YES
    YES
    YES
    YES
    YES
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