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Manage system users

The Account system user, provides you with the system users information such as contact details. Each Netcash account has one system super user. This user has full rights and controls all aspects of the Netcash account. By default the super user is a principal of the legal entity (director, member, partner etc.)

Create system users

System users can only be selected from the contact users list. You need to add a contact before you can add a system user.
 
  • Select Account profile.
  • Click on System users > Manage system users. A list of all contacts/users will be displayed.
  • Edit the user entry by clicking on the pencil icon.
  • Click on Manage login.
  • Choose a username for the new profile and click on Generate.
  • Once the log in details have been generated, click on the Back button.

Setting up service permissions

  • Select Account Profile.
  • Click on System users > Manage system users.
  • Edit the users by clicking on the pencil to the left.
  • Click the Manage permissions button.
  • Select the account / accounts that you would grant access to.
  • Click on the Select accounts button.
  • Click on OK.
  • Click on the Services tab.
  • Choose a Section and Sub section.
  • Allocate permissions for each sub section using the down arrows.
  • Click on Save changes.

Setting up account profile permissions

  • Click on the Account profile tab within the permissions setup.
  • Select the required Section and Sub section.
  • Allocate permissions for each sub section using the down arrows.
  • Click on Save changes.

Download all user permissions

Click on the Download all user permissions button to export all users’ permissions to Excel. This function is available to users that can View or Edit user permissions.