1. Administrator's Guide
  2. Setting Up Account Reconciliation Manager
  3. Managing Account Reconciliation Teams
  4. Editing Teams and Members

Editing Teams and Members

To edit teams:

  1. In Account Reconciliation Manager, click Manage, and then Teams.
  2. Select a team, then Actions, and then Edit.
  3. Edit the team, and then click OK.

To edit a user:

  1. In Account Reconciliation Manager, click Manage, and then Users.
  2. Select a user, then Actions, and then Edit.
  3. Edit the user, and then click OK.

Note:

You can use the Clear Settings button to change a user's settings back to the default setting. This affects the persistence of the UI state. Examples of what changes include: reset of their default dashboard, column visibility and ordering would go back to defaults, and it would collapse states of the subregion of the transactional dashboard. Team affiliation and out of the office status are examples of what does not change.