System access information for Employees (form) – Primacy customer support

Click Human resources > Lists > Employees. Locate and double-click the Employee you'd like to work with. Click Information > System access.

Click Settings > Lists > Organization setup > Employees. Locate and double-click the Employee you'd like to work with. Click Information > System access.

large i.jpg Use this form to store system access information for employees.

Navigating the sub-tab

The following tables provide descriptions for the controls in this sub-tab.

Fields

Field	Description
Grant this employee access to Primacy Workplace?	Click this checkbox to enable the employee the ability to use Primacy Workplace. This field is disabled by default.
Is this a service or non-employee account?	Click this checkbox for service accounts, such as the account used to run the Primacy Accountant service. This can be used to validate accounts that do not actually logon to Primacy, but are used to process transactions or otherwise interact with the system.
Domain	The default domain name.
User ID	The user's Windows login name. Do not enter the user's domain name, just their login.
User status	Whether or not the employee is Active or Inactive. If Inactive, the employee will not be able to log on.
User role	The role which defines what restrictions (if any) the employee will have when logging onto Primacy Workplace.
Default input folder	Default folder path when looking for files to attach.
Default output folder	Default folder path to save files to.
Grant this employee access to Primacy web interface?	Whether or not the employee will have access to Primacy Web Banker.
Web password	If the employee has access to Primacy Web Banker, then they will require a password when logging on.
Web password expiry	The date the web password will expire.