Setting up a profile

Procedure

To set up a profile, follow these steps:

From the Options menu, select Profile Setup.
On the Sterling Document Tracking Profile Maintenance page, complete the following fields:
You are currently logged on as:

Informational display only. Provides the user account currently used to log on to Sterling Document Tracking.

Mailslot

Select the mailslot associated with this user ID. This field is required.
Note: Sterling Document Tracking displays the mailslot, if applicable.

Mailslot Description

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

Access Level
Informational display only. Provides one of the following access levels for this user account:

Admin

Full

Read-only

Select Access

EDI Maintenance

Interconnect ID Maintenance

PickUp

Reload

Volume Alerts

File Upload

File Download

Note: Users with Select Access will only see the options for which they have been granted access.

For more 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. This field is required. Options include up to 35 days worth of data.

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

Allows you to customize your data displays based on your local time zone.

Updated

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

By

Informational display only. Provides the user who last updated the profile.
After completing the fields, click Submit to add the profile to Sterling Document Tracking.
To return to the previous page, click Return.