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How to Modify User Roles? Print

To modify the assigned role to the user, please follow these steps: 

Step 1: Log in using your administrator token

  • Click on Users & Roles Management on the top menu >> Users Management >> Modify User
  • Type the User ID and click Search or you can click Search directly (and a list of users will get displayed)
  • Select the User needed for modification

Step 2: Enter the information in the form that you would like to modify for the user

  • For View Package - Select access level as View Only
  • For the Transaction Package, there are three options as follows:
    • Maker - If User will only initiate the payment
    • Checker/Verifier - If User will authorize/approve payments
    • Maker/Checker - If User is authorized to singly approve their own payments

Step 3: Click on Submit 3 times until you reach the page shown below

  • Select the appropriate role under Pre-defined roles based on the access level provided on the 1st page and Click Submit

Step 4: Click on Confirm then enter PIN + Token number and Submit

  • You will be navigated to the confirmation screen with the generated reference number.

Note: If you have a "Maker-Checker Setup" for Administrators, please ensure that the request is approved by the 2nd Administrator.

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