User Details

The User Details page displays summary information about the selected user and allows you to edit the user's information, assigned roles (and, if applicable, deposit limits), assigned locations, assigned reports, excluded accounts, and authentication settings (if configured).

The User Information summary displays the following user information:

Page Element	Description
User ID	The selected user's assigned identification value.
Email	The user's email address.
First name	The user's first name.
Last name	The user's last name.
Security question	The user's selected account security question.
Answer to security question	The user's answer to the account security question.
Phone number	The user's telephone number
Locked	The user's current application access status: No – Either the user's account is currently unlocked (and the user can log in to the application) or, if your system is configured to use second factor user authentication, the user's account was locked after the user failed to answer the configured number of prompted second factor challenge questions (and the user can no longer log in to the application). Administrator Lock – The user's account is currently locked. The account was either locked in the remote authentication system or locked manually by an administrator through the Completion application. While a user's account is locked, the user will not be able to log in to the application. Unknown – Either remote authentication is not being used or, if your system is configured to use remote authentication, the user does not have a record in the back-end store (for example, the user information was loaded through a data load file).
Time zone	The user's time zone.

The Assigned Roles list displays the role or roles assigned to the selected user. If the selected user also has associated deposit limits, the assigned limits will be shown in the Single Deposit and Item Limits and Multi-Deposit Limits tables.

The Assigned Locations list shows the locations assigned to the user.

The Assigned Reports list shows which reports the user has permission to create.

The Excluded Accounts list shows any customer accounts the user does not have permission to access.

In addition to reviewing the displayed information, you can also perform the following actions:

To make changes to the user's information, click the Edit User button.
To edit which roles (and, if applicable to the user, deposit limits) are assigned to the user, click the Edit Roles or Edit Roles and Limits button.
To edit which locations are assigned to the user, click the Edit Locations button.
Note: If you are viewing this page as a Location Administrator, you will see a different button instead of the Edit Locations button if the user does not have your location as one of their assigned locations or does not have an assigned home location.

If you are viewing details for a user without your location assigned as one of the user's available locations, the Edit Locations button will be replaced with an Add My Location button. Clicking the button adds your location to that user's list of assigned locations.

If you are viewing details for a user without an assigned home location but has your location as an assigned location, the Edit Locations button will be replaced with a Set To My Home button. Clicking the button sets that user's home location to your location.
To edit which reports are available to the user, click the Edit Report Access button. To access reports, a user must have the "Report Viewer" role (or the Access Reports permission associated with an assigned role); add this role first in the Edit Roles page.
To edit which accounts the user is permitted to access, click the Edit Account Exclusions button. Each customer has deposit accounts defined. By default, each user for a given customer can access any of these deposit accounts. To limit the deposit accounts available to a given user, select any accounts you wish to exclude from the user.
If your system is configured to use remote authentication (and allow user records to be managed through the Completion application), the page will include a Manage Authentication button. To manage user authentication settings (user password resets, and user account locks and unlocks), click the Manage Authentication button.
If your system is configured to include second factor user authentication, the page will include a Reset Challenge Questions button. To reset the user's second factor user authentication challenge questions and "Remember Me" settings, click the Reset Challenge Questions button.