Modifying a user profile (User code, contact, type of use and status)

<< Click to Display Table of Contents >>

Modifying a user profile (User code, contact, type of use and status)

Access: User management > User profile > User profile

hmtoggle_plus1 Modifying the Self-service access of a user with access to functions

1If you have not selected a user yet, the application will redirect you to the User list screen to do so.

2Check or uncheck the Access to self-service box to add or remove Self-service access for the employees associated to this user profile.

hmtoggle_plus1 If you check the box

a)The Associated employees for self-service access section appears. Click on Add.

b)In the Choose an employee window, select the desired employee.

Things to remember

▪To allow the user access to their pay stubs, you must associate the user with an existing employee file.

▪An employee file cannot be associated with two separate user codes. If an employee is already associated with a user code, the existing association must be deleted before a new code can be associated with this employee.

▪If you selected an employee by mistake, click on x bleu to delete the employee, and then select a new employee.  

c)Click on Save. A message will appear, confirming that the selection was saved and that access to the Pay stubs, Tax slips, Personal information and Emergency contacts functions has been granted to the user.

hmtoggle_plus1 If you uncheck the box

a)As specified in the message, this action removes Self-service access for the employees associated to the user profile. Click on OK to continue.

b)Click on Save to complete the process.

hmtoggle_plus1 Modifying a user code

1If you have not selected a user yet, the application will bring you to the User list screen to select one.

2Under Identification, enter the new User code.

▪The user code must contain between 6 and 10 alphanumeric characters.

3Click on Save to complete the procedure.

hmtoggle_plus1 Modifying the contact information

1If you have not selected a user yet, the application will bring you to the User list screen to select one.

2Under Contact information, check the boxes which identify the Role.

3Enter the Call priority.

4Click on Save to complete the procedure.

hmtoggle_plus1 Modifying the type of use

1If you have not selected a user yet, the application will bring you to the User list screen to select one.

2Under Identification, modify the Type of use.

3Click on Save to complete the procedure.

Important

If you are switching from “User – access to functions” to “Employee – access to self-service only”, you must associate the user with an existing employee file (see Creating a user - Self-service access only.  

hmtoggle_plus1 Reactivating or deactivating a user

This procedure will enable you to reactivate a user (following three unsuccessful authentication attempts, for example) or temporarily assign an inactive status to a user (such as for a parental leave).

1If you have not selected a user yet, the application will bring you to the User list screen to select one.  

2Under Identification, for Status, select “Active” to reactivate the user or “Inactive” to deactivate the use.  

3Click on Save to complete the procedure.

For more information

Users Management - Additional information