The User view

Use this view to specify user settings in Admin Center.

To access this dialog in Admin Center: Click a user name, or click Add, in the Users view.

Use this dialog to add or edit a user.

EDIT

Lets you edit the settings in the current view. After you click EDIT, two buttons appear:

  • SAVE & CLOSE - saves any changes you made and returns to the Users view.
  • CANCEL - Returns to the Users view without saving any changes.
RESET PASSWORD

Resets the password and sends a notification email to the user.

DELETE

Deletes the current user.

Profile

Use identity provider

Determines whether the user uses single sign-on. If this setting is selected, the user cannot log in to ReadSoft Online via the ReadSoft Online login page; the user must be authenticated using single sign-on.

If Use identity provider is selected when you create a new user, the user does not receive an email containing log-in information from ReadSoft Online.

User name

The name you use to log in to ReadSoft Online.

Full name

The real name (first name, last name) of the user.

Email

The email address of the user.

Role

The role of the user.

Phone

The phone number of the user.

Substitute

Specifies an alternate user for workflow services. You can use this setting, for example, if the user is absent, and you want to choose another user to take his place temporarily. When this setting is empty, nothing happens. When you specify substitute, the substitute user replaces the current user in all workflows until you change this setting to empty again.

Note If you have workflows that use groups, instead of individual users, to assign invoices, make sure the substitute user belongs to the same groups as the user being substituted.

This setting only appears when:

Notes

Use this setting to make administrative notes about the user. For example, if the user is your main contact at the customer site, you can make a note of this here for your reference.

Privileges

Displays privileges that you can associate with the selected user.

Customer/Buyer access

Access all customers/buyers (current and future)

Grants the user access to all buyers, including new buyers that you create in the future. In other words, the user will be able to process invoices for all of the buyers, and all of the buyers will appear in the Buyers list in the upload view. If you add new buyers in the future, the user will also be able to process their invoices as well.

Approval

Manager Specifies the next user in a linear approval hierarchy who has a larger monetary limit than this user.
Amount Determines the maximum invoice amount the user can approve without approval from a manager. If the user approves an invoice that has a total amount greater than the amount you specify here, the invoice is sent to the Manager for approval.
Currency Specifies the currency of the of the Amount. This setting is only enabled if you use currency master data.

Two-factor authentication

Remove two-factor configuration

Deletes the two-factor authentication configuration for the selected user, so the user must set up a new configuration in order to log in. Use this button to prevent unauthorized access to ReadSoft Online if a user loses his mobile device, or if the security of the device was compromised in some other way.

Let this user to log in without using two-factor authentication

By selecting this setting, you override the Enforce two-factor authentication setting, so the user does not need to use two-factor authentication to log in.

Audit trail

Show successful authentication events

Displays successful user-login events.

Event time

The date and time that the event occurred.

Changed by

Indicates the user that triggered the event.
Message

Provides user-specific event information such as:

  • when the user has accessed the system and what functionality was accessed.
  • changes to privileges and other user-account modifications.
  • what functionality/data a person has accessed.

See the User management: Overview for more information.