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Q:

How do I assign Statement Download to users?

A:

These steps must be completed by a System Administrator.

  • Select Administration from the left hand menu
  • Select Manage Users: the “Manage users” screen is displayed listing all users in your company
  • Identify the specific user to give Statement Download roles to, click on the underlined hyperlink
  • The “Edit user” screen is displayed
  • Scroll to bottom of page and select Edit roles/smartcard
  • Master roles have already been setup for Statement Download for ease of use, these are:-
    1. Superuser SD – allows full Statement Download admin functionality and downloading of assigned Statement File Number(s)
    2. Admin SD – allows full Statement Download admin functionality
    3. Download SD – allows downloading of assigned Statement File Number(s)
  • Select the required roles by clicking in the box to add or remove a tick, by adding a tick to the box the role will be assigned, removing a tick will remove that role
  • Select Continue when role selection is complete, then select Confirm changes on the “Edit user confirmation” Screen

Note: When you assign the role to a user, that user will be able to perform that role for all Statement File Number(s) allocated to that user.

If you have added a role which requires smartcard authorisation (identified by a padlock displayed beside the role name) then you will need to authorise the change using your smartcard and reader.

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