Managing Accounts
and Assigning Rights
5
This section describes how you can manage accounts as the supervisor to track postage
funds usage and/or set access rights to a variety of functions on your Mailing System.
5.1
Accounting and Assigning Rights Overview ..................119
5.2
Selecting an 'Account Mode' ............................................121
5.3
Guidelines to Setup an Account ......................................123
How to Change a Shared PIN Code ............................................................124
5.4
Selecting an 'Account Mode' ............................................129
How to Display and Change the 'Account Mode' .........................................129
5.5
Managing Accounts ...........................................................130
How to Create a Group or a Subgroup ........................................................133
How to View/Edit a Group or a Subgroup ....................................................135
How to Activate / Deactivate a Group ..........................................................136
How to Delete a Group or a Subgroup .........................................................136
How to Create an Account ...........................................................................137
How to View / Edit Account Information .......................................................139
How to Activate / Deactivate an Account .....................................................140
How to Delete an Account ............................................................................141
How to Export an Account List .....................................................................142
How to Import Accounts ...............................................................................143
5.6
Managing Operators ..........................................................144
How to Create an Operator ..........................................................................145
How to Modify an Existing Operator .............................................................147
How to Assign Accounts to an Operator ......................................................148
How to Activate / Deactivate an Operator ....................................................149
How to Delete an Operator ..........................................................................149
5.7
Advanced Reporting Functions .......................................150
How to Activate/Deactivate Budgets and Surcharges .................................153
How to Modify the Period or Start the Day of Budgets ................................153
117
| Page 117 | Managing Accounts and Assigning Rights | jul-08-2013 06:34 |
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