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Customers Per User

Clicking on a Customer per User cell in the Users' List Page activates the Customers per User Page. This page lists the customers for whom the user may perform transactions.

· Customer - The customer name of each of the user's customers.

· Inquiry - This field indicates whether or not the user may make inquiries about the customer's transactions.

· Transaction - This field indicates whether or not the user may perform transactions on behalf of the customer.

· Signature Level - The signature level is an authorization level that indicates what transactions the customer is permitted to perform. Click on this link to see which specific transactions the user may perform for the customer.

· Delete - Deletes the customer from the list of those that the user may represent.

· Modify - Allows the user to modify the signature level authorizations of the user versus the customer.

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