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Viewing User Company Information

The Company tab of the Profile Edit page records the physical and postal addresses of the sites at which ProMaster users reside and their place within the Company Structure. This allows you as an Enterprise Controller to quickly identify a user's location, and the user's location information on printed documents, such as Expense Confirmations and Dispute Notifications.

1. Select the Admin tab;

2. From the Administration page, select the User List option on the left;

3. From the User List page, specify Search Parameters to refine your list of users;

See "Searching for Users"

4. On the right hand side of the list of users, click the associated Edit User Details icon;

5. From the Profile Edit page, select the Company tab.

Notes:

· The Admin Structure tree diagram only shows the part relevant to the selected user's profile.

· If a user's details need to be modified for a location, then you must determine if:

· a different location must be assigned to the user. If so, make the change in the User tab (see Creating and Modifying Users).

· the location is correct, but some details need changing for this location. This modification will affect all users assigned to this location (see Modifying Locations).

Tips:

· Sometimes a change is required that is identified for multiple users such as changing Admin Centres or assigning Permitted GL Codes. You can utilise the Select flags on the left of the user list (see Setting Properties of Multiple Users), then select the Set Properties button.

· Location and Admin Ctr. History information may be changed in the User tab. All change history will be shown in the Company tab under Admin Ctr. History.

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