User Overview

User Overview

Throughout the User pages, you can change the information you are viewing by choosing from the list at the top of every User page. This makes it easier to move from one area to the next. 

User Details      

This is first displayed upon clicking "View" on a User from the User List. This article is written assuming you are viewing a "User" type, being an eNotice user.
Status - Active. Changing this will remove a users ability to log in, and they will no longer be sent emailed notices
Contact Details - These are the details the User has added to their profile
Email - this is both the primary email listed for email delivery, and used to log into eNotices
Additional Emails - this shows any additional emails listed on the User. These are listed as Additional in Email/Bounce Reports.
Alert
Please be aware all Additional Emails will be used for email delivery of all Accounts listed on the profile. Ensure the Additional Emails are appropriate for all Accounts listed. 

Accounts

This displays all Accounts listed on the User profile. The Accounts controls the Notices that can be seen by the User, and dictate what will be emailed in the future. 

Adding New Accounts 

You may add additional Accounts if required. Click the "+ Add New Account" button to do so. Entering the eNotice Reference Number will link the corresponding notices to the User. Matching historic notices will now be available for the User to view when logged in. They will also receive these notices to the Primary and Additional Emails in the future. 

No eNotice Reference Number

There may be cases that no eNotice Reference Number is available. This may occur if their is a new owner with no notice issued yet, subdivisions, supplementary notices etc
In this case, when using the "+ Add New Account" option, you may choose the "Input Account Details Manually" option. Input the Account Number, Account Name, and choose the Category Type to complete this option.
Alert
This information must match exactly as it will when a notice is issued in the future. The Account Name must be exactly the same as the first line of the address on the notice or it will not match for email delivery. It is best to copy this from your software platform. 

History Only

Changing a Account to History Only will break the connection from the User to the Notices for future email delivery. This will only allow the User to see historic notices in the system, up until the point that this change is made. No more emails will be issued to them, and no more notices will be displayed to them in eNotices in the future. Click the Edit icon on the Account. This is a great way to stop email delivery without deleting the account. 

Deleting Accounts

This will remove all association of the Notices tied to this User. All historic notices will be removed from their view, and no more emailed notices will be issued. 

Notices

This displays the Notices available for the User to see when logged into eNotices. This is controlled by the Accounts listed on the User. These historic notices displayed to you as an Client Admin, are the same as what will be viewed by the User when they log in. 
Idea
If you are Adding or Removing Accounts, check the Notices to see that your intention has been met. 

Payment Schedules

This is only displayed if your organisation offers FlexiPay. An overview of the Users FlexiPay schedules can be viewed here. To make adjustments to these Schedules, please access the FlexiPay tab of the Dashboard.

Activity Log

Access the Activity Log to see all activity by this user. Note the site will default to a 3 month period. You can filter by type, and choose to see information related to the User, or the Account (Property, Water Meter etc). This is where you can view Registrations, Profile Changes, Email Open confirmation and more. 

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