Editing a User

To edit a user, highlight it in the item list and use the tabbed sub-pages to change the user’s details.

The sections that follow explain each sub-tab.

User Information sub-tab

From the Users page, click on the User Information sub-tab. The system displays the User Information sub-page:

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The explanations of the fields are as follows:

Table 2-69: User Information sub-tab fields

Field	Description
Full Name	Enter the first and last name of the user.
Job Title	Enter the user’s job title or description.
Security Role	Use this drop-down list to assign this user to a role. All security rules associated with the role are applied to the user.
User Type	Use this drop-down list to assign this user to a role. All security rules associated with the role are applied to the user.
Company Set A company set is something you can create—except for the set All that is provided as a default. You define them under System > Setup > Company Sets tab. A company set can include: Several single companies and another company setMultiple company sets In such cases, the company set is a superset: it includes one or more other company sets. So, if you select a superset in the Company Set drop-down list, the items area will display all companies from all sets included in the superset. For example, Set 1 includes companies A–C, and Set 2 includes companies D–F. Set 3 is comprised of company sets 1 and 2. Therefore, if you use this drop-down list and you select the value Set3, the items list will display companies A–F.	Use this drop-down list to assign this user to a set of companies, rather than just one. The user will be able to work with data from the companies within that set.
Edit User’s Rules	Click this button to jump to the Security Rules page of the user selected in the item list. For the steps on editing a user’s rules, see The Security Roles - Rule Section Explained .
Change Password	Click this button to assign a different password to the user selected in the item list. When you click this button, the system displays the Change Password dialog.

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Contact Information sub-tab

From the Users page, click on the Contact Information sub-tab. The system displays the Contact Information sub-page:

Enter the user’s contact information. The fields are self-explanatory.

Address sub-tab

From the Users page, click on the Address sub-tab. The system displays the Address sub-page:

Enter the user’s address information. The fields are self-explanatory.

Report Security sub-tab

From the Users page , click on the Report Security sub-tab. The system displays the Report Security sub-page:

For more information about the context in which you would use this page, see the Reporting Guide.

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The explanations of the fields are as follows:

Table 2-70: Report Security sub-page fields

Field	Description
Hide Bank Information	If you put a check in this check box, the system blocks references to transit numbers, account numbers, and the bank’s name.
Hide Pay Rate Information	If you put a check in this check box, the system blocks rates and amounts that may be used to determine an individual’s pay.
Hide SSN	If you put a check in this check box, the system masks social security numbers anywhere on the report.
Use Role Report Security Options	If you put a check in this check box, the system applies the report security settings of this user’s associated role to this user—which overrides the other check boxes on the sub-page.

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Companies sub-tab

Use this sub-page to limit the companies available to the user. It is available for both system-level and company-level users.

From the Users page, click on the Companies sub-tab. The system displays the Companies sub-page"

Above, you can see that system-level users are excluded from the company-level drop-down list. They can be limited to companies added manually or companies associated with third-party providers (TPPs).

Above, you can see that company-level users can be limited to just their current company or other companies in an enterprise (parent/child companies) or companies added manually.

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The explanations of the fields are as follows:

If a company-level user, the user can see

Use this drop-down list to select which companies the user has access to. Valid entries are:

• theircompanyonly

The user sees the company they are associated with only. This is the default setting, used for all existing and new users. This selection disables the User is limited to companies list field.

• theircompanyandanyrelatedparent/childcompanies

The user sees their current company. In addition, if their company is part of a parent/child group, the user also sees the parent company and any other child companies associated with that parent.

• theircompanyplusadditionalcompaniesselectedbelow

This selection enables the User is limited to companies list field.

The user sees their current company. In addition, the user also sees all companies added to the User is limited to companies list field.

Note: When using this option, care must be taken to control who has rights to add or remove companies.

User is limited to companies

Use this field to select one or more companies to which the user will have access (the ability to view and edit).

When you click the add item button next to this list field, the system displays the Add Companies to User dialog:

Explanations of the fields in this dialog are as follows:

• Selecting the Single company  allows you to add one company from the associated drop-down list.

The list contains all company codes except those already associated with the user.

• Selecting the All companies in a company set  allows you to select a company set from the associated drop-down list.

The user is not “tied” to the companies in that set. See the Important box below for more information.

• Selecting the Multiple companies  allows you to choose one or more companies to add.
• The Multiple companies list field at the bottom of the dialog displays all of the company codes you have selected.
  

Once you have the desired companies, click the OK button to add all of the companies to the user.

When you select All companies in a company set, all of the companies in that set are added to the lower list field. It is an easy method to add multiple companies quickly.

However, this action is non-binding to the company set; that is, the companies added to this field are individual companies, not the set itself. Therefore, if a company is added to the company set in the future, it will not be automatically added to the User is limited to companies field.

User is limited to companies associated with third-party providers referenced by the following service bureau IDs

Use this field to add companies that currently belong to one ore more TPPs to the list of companies to which the user has access:

• TPPs are represented as “service bureaus” in Millennium® and are set up on the [company] > Company Maintenance > Master Company Setup > SBInfo tab.
• If one or more TPP IDs (sbGroupId) are selected in the list, the user will be able to work with those companies.
  

When you click the add item button next to this list field, the system displays the Limit TPPs Available for Users dialog:

You can select one or more TPPs (service bureaus), which results in their companies being added to the list of companies the user can work with (view and edit).

The two fields described above (the upper and lower list fields) work in conjunction with each other if both fields contain entries. Only those companies that coincide with both lists will be accessible to the user. For example:

• In the upper list field, User is limited to companies, you add companies A and D.
• You add a TPP that contains companies A, B, and C to the lower list field (User is limited to companies associated with third-party providers referenced by the following service bureau IDs).

As a result, the user has access to company A only, because companies B, C, and D are not included in both fields.

As a result, the user has access to

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