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TRS WebTalk: Security Users Managing User Profile.

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Presentation on theme: "TRS WebTalk: Security Users Managing User Profile."— Presentation transcript:

1

2 TRS WebTalk: Security Users Managing User Profile

3 Managing Profiles for Users in Your Group 2

4 Retrieve the User Record 3 Smith

5 Confirm the Search Results and Select 4

6 Verify and Correct General User Information 5

7 User Status and PII Access 6 Users are Active when they log in at least every 4 months, otherwise they become Revoked and then Closed. You need to close user accounts when people leave your agency or should no longer have access to your agency’s collections data. When you reset a user’s password but the person doesn’t log in, the account becomes Suspended. PII Access determines whether a user can see information that potentially identifies a transaction record for an individual, for example: * Credit card number * Payer address details Refer to the TRS Security User Reference Manual and the TRS WebTalk entitled Reactivating Users for more details about these features.

8 Assign Roles 7

9 Assign Data Permissions 8

10 Review User Information and Submit 9

11 Additional Resources TRS Call Center ─ ─ ─ TRS Agency Outreach Team ─ ─ TRS User Manuals ─ TRS Security User Reference Manual ─ TRS Agency Reports Help ─ Business Objects General Help 10 CA$HLINK II SHUTS DOWN DECEMBER 31, 2012


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