About User details
In User Details, each user can manage their own User Settings. If you have an admin role within the system, you can also define what type or role you can have and which other entities you can access, too.
User Details Items
Name
This is the name of the User, which can also be seen by other parties involved in the system, such as Audit trails etc.
Email address
This is the email address of the user.
Language
This is the language chosen by the user within the system.
Active status
If you are an admin user, you can modify each user’s active status. By choosing Inactive you deny users access into the system. In simple terms, if a person leaves your company, you are unable to delete that user but you can put him/her to Inactive status.
Verified
When you create a new user, you first receive a user verification email. This ‘Verified status’ tells you whether or not the user is Verified..
Email notifications
Maximum amount of days in advance is 365.
Each user is at liberty to choose whether or not they’d like to receive notifications via email.
Guarantee status notifications
By activating this functionality, the system will begin sending notifications whenever there is a change happening in guarantee status (if you are using that functionality. You can just also create the guarantees directly to issued status).
Maturing guarantees notifications
By activating this functionality, you decide how many days prior you will get an email notification of your maturing guarantee agreements. To make it happen, the system will read the ‘guarantee end date’..
Maturing loans notifications
By activating this functionality, you decide how many days prior you will get an email notification of your maturing loan agreements. To make it happen, the system will read the ‘loan end date’.
Maturing foreign exchange notifications
By activating this functionality, you decide how many days prior you will get an email notification of your maturing foreign exchange agreements. To make it happen, the system will read the ‘foreign exchange end date’.
Maturing leases notifications
By activating this functionality, you decide how many days prior you will get an email notification of your maturing lease agreements. To make it happen, the system will read the ‘lease contract end date’.
Two Factor Authentication (2FA)
If an admin has chosen from Admin Settings to “Activate two factor authentication”, each user can define to put “Authy app” and then give their phone in order to put the 2FA to work for them. This has been done to enable the user to read from that Authy app a one time code before logging into the system.
ADMIN SETTINGS
An admin can set for themselves, and for each user, what type of role they can have and into which entities the user should access.