Edit Broker Users

Click Add User to add a new broker user, or click Edit User to edit the selected user.

Field/Button	Description
User Type	Choose the type of user that you’d like to create. A Broker User is a login for an employee of the broker. A Client User Using a Broker Login would be a login for a client that uses your Broker-side application.
Active User	This box must be checked for the account to be active. Only Active Users will have access to the software. You cannot delete user records in the system, so you simply de-select this box when you want to de-activate a user account.
First/Last/Middle Names	Enter the full first name, middle initial, and last name of the user. This will identify the user that has permission to use this account.
Username	Enter the username for this Broker account. This will auto-generate (first initial and last name) but you can create custom usernames if necessary.
User on Review	Check this box to have the entries keyed by this user flagged for review. You must also have the “Check if Analyst is on Review” checkbox selected in the “Manage Entry Review Settings” menu under System Administration.
Password/Confirm	Enter the password for this user, and then confirm this password in the field below. The user will be prompted to change this upon logging in.
Customer #	Choose the customer number to be associated with this user. This field is generally used to select the specific client for client users using a broker login. For Broker users you can use 1001 (the client ID for the main broker account). You can also choose from the pick-list by clicking on the ellipsis.
Default Branch	If you are using branches, enter the branch code for the default branch for this user. You can also choose from the pick-list by clicking on the ellipsis.
Port Listing	In the port listing you will select the ports that this user can transmit for. First select the default port, which is the port where they are located and will transmit from. You must also select the other ports that this user can transmit for.
Enable All Ports	Click this to enable the user to process entries at all available ports. Please note that you still must select a default port for this user.
OK/Cancel	Click OK to save this user account and return to the management menu. Click Cancel to cancel without saving the account.

User Access Rights

You must also set the User Access Rights for each Broker user account.

Checkbox (Enabled)	Description
User is a Manager	Check this box to give users access to the management module.
User can complete “Personnel Only” Transactions	Checking this box allows the user to complete entry summary information on entries where the clients profile is marked “authorized personnel only”
User can remove transactions from closed consolidated bills	Check this box if your company uses consolidated billing and this user will be able to take a transaction from closed consolidated bill.
User can see the delete transaction button	Check this box to allow the user to delete transactions from within the management module.
User can create and edit Profiles	Check this box to allow the user to create and edit profiles in the management module.
User can mark Profiles OK to Clear	Check this box to allow the user to check the “OK to Clear” box within the profile.
User has administrative access to edit other users	Check this box to give the user access to the “Edit BROKER User” menu in the management module. This also gives the user access to the system administration menu.
User can see Load Watcher	This is not currently used.
User can copy transactions	Check this box to allow the user to copy transactions.
User can access Automated Clearinghouse from ABI module	Check this box to give the user access to the ACH module in the ABI menu.
User can create/modify bills for “Authorized Billing Only”	Check this box to allow the user to complete bills from clients that are marked “authorized personnel only” in their profile.
User is allowed to request ABI 5106	Check this box to allow the user to request a 5106 via ABI.
User is allowed to Auto-Bill	Check this box to allow the user access to auto-billing.
User can clear an entry review	Check this box to allow the user to clear an entry review.