Manage your entire group with the Administration Dashboard and be in control of users and rules established on each account. Have the ability to manage users and rules on individual accounts or at a group level. To get more information on how the tool works, see below.
If you would like access to this feature, please contact your sales rep. User Management and Rules Management are 2 separate features so if you would like both features added to your user profile, please request access to both.
Please note: We recommend that you limit this tool to 1 or 2 users within your organization, to minimize confusion.
- Displays general settings for the Organization. Edit these options by clicking on the gray Edit button.
- If rules are created in the Org, search rules and see how many are in the Org. Also, you may create rules that will enable you to customize the account and put certain restrictions on orders to go to a supervisor for review and approval.
- Review how many users are in the Org along with seeing the list of all users by clicking on the View all users link. Also you are provided a quick snapshot of any users that are locked or have passwords expired. You may search and create users quickly.
- Shows all accounts and groups that are part of the Org.