User Self-Care

Users are created in the system to access the application. The User Self-Care screen helps you to create users to access self-care application.

Through this screen you can assign privileges to the self-care user. Depending on the nature of the work, some set of privileges can be assigned to the user. Based on the assigned privileges, user is allowed to access the application and carry on the corresponding transactions in the system.

You can also modify the existing user details through this screen.

To create user:

  1. On the System Administration module, click User Management, and then click User Self-Care.

  2. In Customer # box, type the customer number. You can also click to browse for a customer.

  3. In User ID and Name box, type the user id and user name respectively.

  4. In Status drop-down, select status as Active or Inactive.

  5. In Email Address box, type the e-mail address of the user.

  6. Select the user validity period in Valid From and Valid To field. This validity period indicates the duration for which the user is eligible to use the application.

  7. In the Originating Source panel, select Web, Mobile, or Webservice.

  8. In List of Privileges box, the privileges that are defined in the system are displayed by default. Select the required check box(es) against the privileges available in the list to allocate privileges to the new user.

  9. Click the Save button to create the user and save the details.

To modify an existing user details:

  1. In Customer # box, type the customer number. You can also click to browse for a customer.

  2. In User ID box, type the user id. Else, click the Search Lookup against the User ID field. Enter the minimum required details in the search fields and click the Search button. The details appear in Lookup Search pop up window. Select the required User ID link from the Search Results list in Lookup Search pop up window. The user details appear in the screen.

  3. In the New User Name box, enter the new user name that you want to assign for the customer. Click Is Available to verify if the provided user name is available.

  4. In List of Privileges panel, select or clear the required check box (es) against the privileges available to assign or unassign privileges to the user respectively.

  5. Modify the other details, if required.

  6. Click the Save button to apply the modification.

  7. Click Reset Password to reset the password for the user. The password generated is sent to the e-mail address specified in the e-mail address box.