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Administrator options

Large societies or trusts may want to have several logons or branches associated with their main account.  Only Administrators have the extended access needed to manage other users and branches and to update customer details.

The first user listed for a customer account is automatically granted administrator status.  An administrator has access to:

  • Update Customer details - the contact details for the organisation you belong to (this might be the society's or trust's details)
  • Create new logons - For other people within your organisation & if needed, grant administrator status to other logons.  For a society or trust this would normally only apply to quite large organisations.
  • Update existing logons - Reset passwords for existing logons connected to your organisation, unlock a locked account or close a logon that's no longer needed.

 

Note about branches

An administrator can also associate users with any established branch.  A branch administrator can also create User IDs and they will automatically be associated with that branch.  For a society or trust this would normally only apply to quite large organisations that have branch societies (for example in a number of regions).

Update details for other users

Administrators can create and amend users; lock or restrict a User ID (Logon).

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Create or update branch accounts

Administrators have access to create or update branches.

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Last updated 22 August 2012

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