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How to Manage User Settings

This article will teach you how to manage your user settings and why you would want to do this.

    Why would you want to do this?

     Managing user settings lets you:  Control access and security, payment bands, user roles,           and payment limits.

     You must have administrator privileges to update user settings.  If you don’t have access,         please contact your company’s administrator.

       1) Log onto your account, which will take you to the dashboard;

           

       2) From there use the menu on the left hand side, navigate to Settings and then Users.
       3) Once selected you will be taken to;

         


         From here you can adjust the users settings that allow you to control if you require 2FA or           an Employee ID to access their account.

         You can also add creation confirmations which allows you to add in company policies                 that you require your users to agree to before they are given their account.  This is                       optional and as you can see from below is completely customisable.

       

        Once you have updated the settings, confirm this by selecting “Update”, which will save              your changes.