Editing a User's Profile

You can modify a user's current profile for a specific company code in the plan to change the access the user has to information or to perform tasks for that company.

To edit a user's current profile for a specific company code

On the Home page, if required, select a plan from the Plan Number drop-down list. Then click the User List link.
Select the user you want to edit from the list, and then click Access by Company Code.

Select the company code you want to change, and then click Edit.

The Edit Profile page appears. The company code that you selected on the Access by Company Code page will be indicated in the Company Code field.

Change the system access, as needed:

To change any of the individual functions, select the system access option to the right of the function name.
To deny the user total access to this company code, check Deny Access.
To restore the access settings to the settings in the current default profile, check Reset to Default Profile.

Depending upon the guidelines of a plan, some system access options (Hide, View, Update) may be restricted for certain functions. Any option that is not available for a function will be disabled (appears in gray and cannot be selected). For example, if a plan does not permit updating periodic contributions, the Update option will be disabled for that function.

Click Save.
You'll be returned to the Access by Company Code page. Enter any additional changes, or click Cancel to return to the User List.