FAQ
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How the client account is managed ?
Once the client account is established, the client manages all his internal operations online. There are two types of users: the client administrator and regular users. The client administrator has all rights to take all actions necessary to manage the account, including creating other regular users. The customer administrator is generally a trusted person in the organization. Regular users may be agents authorized to perform some transactions.
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Can a client account have more than one security administrator ?
Yes, a client can has as many security administrators as they think necessary to manage their users and update account information. It's a good idea to have at least two people with security administrator rights in case one of them is absent when a change needs to be done, or, if one of them has their username locked by the system, there's another person who can unlock the username.
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If an employee who is an authorized user of the client account leaves his employment, how can he be prohibited from using the client account ?
The administrator of the customer account can uncheck the "Active" checkbox on the profile of this individual user in the system. This will not allow this user to access their account, because their identification information will no longer be accepted.
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If the status of an employee who is an authorized user of the client account is changed to Inactive and then returns to the job, can the user name be restored ?
Yes, a user can be reactivated at any time.
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How to restore a user's rights if the user name is blocked by the system due to too many unsuccessful login attempts ?
The user must contact the security administrator of his client account, who can change the user's status to Active.
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How frequently do I have to change my users' passwords ?
This is controlled by the client's security policy, as the client is responsible for the use of their client account. However, passwords should be changed whenever there is a possibility that it has been compromised.
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If data entry errors are detected in a client's slips, how can the client find out which employee made the errors ?
The registration numbers and registration date are indicated in chronological order in the account details section of the client account file, which also includes the user name of the employee who registered the slip. The entry for incorrect slips can easily be found in the account details and in the transaction log.
