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)

You can set up 2FA in ''Your Profile'' - settings by clicking the “Manage two factor authentication”. Each user can activate 2FA through their chosen authentication application. Please refer to the 2FA support article for more detailed instructions.

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.