New User - Locations

The New User – Locations page lists all available processing locations for the customer and allows you to assign the new user access to one or more of those locations.

1. Assign any desired locations to the user, noting the following:
   • You must assign at least one location, although you can assign more than one.
   • If the user has been assigned an operator-type role, granting the user access to a specific location will allow the user to process deposits from that location. If the user has been assigned a non operator role (for example, like a CSR), granting the user access to a specific location will allow the user to view processing information for that location.
   • To assign a location to a user:

     If your system is configured to use the Available Locations and Assigned Locations lists for location assignment:

     • Select the location from the Available Locations list, and click the Add >> button. This moves the location to the Assigned Locations list and gives the user access to that location.

     If your system is configured to use the Find Location method for location assignment:

     • Click the Find Location link to select the location you wish to assign, and then click the Add button. The location is added to the Assigned Locations list.
   • To remove a location from a user, select the location from the Assigned Locations list, and click the << Remove button. This moves the location to the Available Locations list and removes that location from the user.

Tip: You can work with multiple locations simultaneously by pressing and holding the CTRL key while selecting locations to either assign or remove locations.

• If your system is configured to use the home location management feature and you have the appropriate permission, you can set this user's home location to your location by clicking the Set To My Home button. A [Home] descriptor appears at the end of your location's name, indicating that your location is now designated as the user's home location.

  Note: To remove a designated home location assignment, click the Clear Home button.

1. When you have finished assigning locations, click the Save button to create the new user and return to the User Search page.