Editing user accounts

Procedure

To edit a user account, follow these steps:
  1. From the Options menu, select User Name Admin.
  2. On the Sterling Document Tracking User Name Administration page, select edit next to the user account you want to edit.
  3. On the Sterling Document Tracking User Name Maintenance page, edit the following fields:
    Mailslot

    Provides a list of available mailslot IDs, if applicable. To switch the mailslot, select the ID from the drop-down field. This field is optional.

    Mailslot Description

    Type a brief description for this mailslot ID. This field is optional.

    Access Level

    Select the level of access for this user account. This field is required. Available options include:

    • Admin
    • Full
    • Read-only
    • Select access

      EDI Maintenance

      • Interconnect ID Maintenance
      • PickUp
      • Reload
      • Volume Alerts
      • File Upload
      • File Download
      Note: Users only have access to File Upload and File Download functionality if their mailslot protocol allows it.

    For information about the access levels, see User accounts for security role administration .

    Number of days displayed

    Select the number of days for which Sterling Document Tracking should display data for this user. Options include up to 35 days worth of data. This field is required.

    Initial view after logon

    Specifies the first page to display after logging in to Sterling Document Tracking. This field is required. Available options include the following:

    • Activity
    • Inbox
    • Outbox
    • Outbox Detail
    • Search
    • Document Inbox
    • Document Outbox
    • Document Search

    For an overview of these options, see Sterling Document Tracking navigation .

    Time Zone

    Select your local timezone from the drop-down list.

    Updated

    Informational display only. Provides a date and timestamp that reflects when the last update occurred for this account.

    By

    Informational display only. Provides the user who last updated the account.

    Add Mailslot

    If additional mailslots are available for this user account, this button displays. To associate an additional mailslot with this user account, click Add Mailslot.

  4. After completing the fields, click Submit to add or edit the user account information.
  5. To return to the previous page, click Return.