ACH Universal

Users-Add

Users-Add

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Users-Add

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Users

 

security-users2

 

 

 

Adding Users - click 'Add'

If using Windows authentication - enter the user's Windows login name and leave the password blank.

Otherwise, simply enter the the login name and password that will be entered.

 

Authentication security - All users will be assigned to the admin group.

Segregation security - Assign users to their roles.
 
 

Delete, Edit and Print

Use as prompted

 

 

Tips:
Change the password on the 'Admin' account.

Users can switch from account to account as long as their name is listed as a user in each account.

 

 

Note: All Treasury Software security is applied on an account by account basis.