11.1.1 Creating an User Assignment

For creating a user assignment, you need to specify details, such as the code, description, and product processor.

To create an user assignment:

Ensure that user groups are created in the system.

1. From the main menu, navigate to Collections and then click Maintenance.
2. From the Maintenance menu, click User Assignment and then click Create User Assignment.
   The Create User Assignment page appears.
3. In the Code field, enter a unique identification code for the user assignment.
4. In the Description field, enter a description of the user group.
5. In the Priority field, enter the priority of the user assignment.
6. From the Product Processor list, select the product processor.
7. From the Assignment Method list, select the assignment method.
8. In the Effective Date field, enter the date from when the user assignment is effective in the system.
9. In the Selection Criteria tab, configure rules for user assignment.
10. In the User Group tab, enter the required details to associate user groups to the user assignment.
11. Click Save.
    A message appears that the record is saved successfully.

Once the user assignment is created, you can view the same using the View User Assignment page. Upon creation, the authorization status of the user assignment is Unauthorized and the record status is Open. After a user assignment is created, it must be authorized to be effective in the system.