Managing Accounts and
Assigning Rights
5
This section describes how you can manage your Department Accounts to track Postage
Funds usage and/or assign access rights to a variety of functions on your Mailing System.
5.1 Overview ...........................................................................105
5.2 Guidelines for Settting up an Account ..........................108
How to select 'No account' ........................................................................108
How to change a Shared PIN Code ..........................................................109
How to select 'Accounts' Mode ..................................................................111
How to select 'Accounts with Access Control' Mode .................................112
How to activate 'Remote Account Management' Mode .............................113
How to display and Change the Account Mode .........................................114
5.3 Managing Accounts ........................................................115
How to create a Group or a Subgroup .......................................................118
How to View/Edit a Group or a Subgroup ..................................................119
How to activate / deactivate a Group .........................................................120
How to delete a Group or Subgroup ..........................................................121
How to create an Account .........................................................................121
How to view /edit Account Information .......................................................123
How to activate / deactivate an Account ....................................................124
How to delete an Account ..........................................................................125
How to export an Account List ...................................................................126
How to import Accounts .............................................................................127
5.4 Managing Operators ........................................................128
How to create an Operator ........................................................................129
How to modify an Existing Operator ..........................................................130
How to assign Accounts to an Operator ....................................................131
How to restrict Operator Access to Accounts ............................................132
How to activate / deactivate an Operator ...................................................132
How to delete an Operator .........................................................................133
5.5 Advanced Reporting Functions .....................................134
How to activate/Deactivate Budgets and Surcharges ................................136
How to modify the Period or Start the Day of Budgets ..............................137
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