Parent topic: Users
Users

Add/Edit a User

Wolters Kluwer Financial Services Administration provides an easy method of creating and modifying a user.

To add or adit a user:

  1. Click USERS in the navigator panel of Administration.
  2. Click the +USER button to add an organization or select the user to edit.
  3. Complete or edit the following sections:
    • User Info
    • User Status (Only applies when editing a user)
    • User Access
    • Product Access
  4. Click Save to save and return to the Users main page.
    Important: If you click the Exit button without saving, your information will not be saved.
Parent topic: Users
Wolters Kluwer Financial Services