How to create a new user and give relevant rights in the payment module

How to create user in the payment moduel

1. Log in to the payment (inbound) module
2. Click on the hamburger icon just beside the site dropdown and select ‘Admin’
3. Click on the ‘Add New Employee’ button just above the employee summary table
4. Fill out the mandatory details about the user for user creation and click on ‘Submit’ at the top right corner
5. Employee ID will have to be the email address of the user
6. Select the module to which you want to give from the ‘Module’ dropdown
7. An email will be sent to the user with a temporary password. Once they log in using the temporary password, they will be asked to change the password

How to assign roles and permission in DCS module

1. Click on the hamburger icon just beside the site dropdown and select ‘DCS’
2. On the left-hand side menu click on ‘Roles and Permissions’ and select the relevant role in which the user needs to be mapped
3. Map the user to the role by clicking on the ‘Pencil’ in the ‘Employee Information’ section

How to assign roles and permission in Inbound module

1. Click on the hamburger icon just beside the site dropdown and select ‘Inbound’
2. Click on the ‘Settings’ button on the top right corner and select ‘Roles and Permission’
3. Select relevant role in which user needs to be mapped
4. Map the the user to the role by clicking on the ‘Pencil’ in the ‘Employee Information’ section

How to assign profit center in Inbound module

1. Click on the hamburger icon just beside the site dropdown and select ‘Inbound’
2. Click on the ‘Settings’ button on the top right corner and select ‘Profit Center’
3. List of ‘Profit Center’ will be displayed
4. Click on the ‘Edit button against the profit center and click on the ‘Map User’ button
5. Select the profit center and the user you want to map to the profit center and click on submit button