Managing Accounts And Assigning Rights - Neopost IS-5000 Operator's Manual

5
Managing Accounts and
Assigning Rights
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
5.2
5.3
5.4
5.5
Overview ...........................................................................105
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
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
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
Advanced Reporting Functions .....................................134
How to activate/Deactivate Budgets and Surcharges ................................136
How to modify the Period or Start the Day of Budgets ..............................137
103