Edit User Locations

The Edit User Locations page allows you to change the processing locations to which a user is assigned.

1. Make any desired changes to the user's assigned roles, noting the following:
   • 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 will either be able to designate a selected location as a user's home location or set a user's home location to your own location (depending on your specific permissions and role).

  If you have permission to designate a selected location as a user's home location:

  • Select the location you want to designate as the user's home location in the Assigned Locations list.
  • Click the Set Selected As Home button.

    A [Home] descriptor appears at the end of the selected location's name, indicating that the location is now designated as the user's home location.

  If you have permission to set your location as a user's home location:

  • Click 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 making your changes, click the Save button to save your changes and return to the User Details page.