Account M anagement and A ccess Control
This section describes how you can manage accounts as supervisor to track the
postage funds usage and/or set access rights to the mailing system.
5.1 Introducing the 'Account Modes'.........................................99
5.2 Implementing an 'Account Mode' ..................................... 102
How to Display the 'Account Mode' Management Menu .................................... 103
How to Change Mode to 'No account' ................................................................. 104
How to Change Mode to 'No account with access control' ................................. 105
How to Change the Shared System PIN Code ................................................... 106
How to Set up to 'Accounts' Mode ...................................................................... 107
How to Set up to 'Accounts with access control' mode ....................................... 109
How to Activate 'Remote account management' mode ...................................... 111
5.3 Managing Accounts............................................................ 113
How to Display the List of Accounts and Groups ................................................ 114
How to Create a Group ....................................................................................... 115
How to View/Edit a Group or a Subgroup ........................................................... 116
How to Activate / Deactivate a Group ................................................................. 117
How to Delete a Group or Subgroup ................................................................... 117
How to Create an Account .................................................................................. 118
How to View / Edit Account Parameters ............................................................. 120
How to Activate / Deactivate an Account ............................................................ 121
How to Delete an Account ................................................................................... 121
How to Export the Account List ........................................................................... 122
How to Import Accounts ...................................................................................... 123
5.4 Managing Operator PIN Codes ......................................... 124
How to Display the Operator List ........................................................................ 125
How to Create an Operator ................................................................................. 126
How to Modify an Operator ................................................................................. 127
How to Assign Accounts to an Operator ............................................................. 128
How to Unassign Accounts to an Operator ......................................................... 129
How to Activate / Deactivate an Operator ........................................................... 129
How to Delete an Operator .................................................................................. 129
5.5 Advanced Reporting Functions .......................................... 130
How to Activate/Deactivate the Budget and Surcharge Function ....................... 132
How to Modify Period or Start Day of Budgets .................................................... 132
5 Account Management
and Access Control
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