To modify an existing user's details, navigate to Setups > Security > Users, then double-click on the user row you wish to edit.

The Group Administrator manages users by adding employees and linking them to specific roles. A user can only access MAXMONEY branches they've been granted permission for. You can link a single user to multiple roles (security levels) and multiple branches within your entity.

To disable a user, simply remove the tick from the Enable checkbox in their profile.

User Settings

When editing a user, you can adjust the following:

• Password: To change the user's password, enter the new password here.

• Confirm Password: Re-enter the new password to confirm.

• Use High Contrast Interface: Check this box if the user requires a high-contrast display for MAXMONEY pages due to low color contrast.

• Interface Language: Select the user's preferred working language from the dropdown list.

• Roles: Select the applicable roles (user rights/security levels) for this user. A user can have more than one role.

• Branches: Select the branch(es) the user needs access to. A user can access multiple branches depending on your business model.

User Personal Details

• Title: Select an appropriate title (Mr, Ms).

• Initials: Enter the user's initial(s).

• First Name: Enter the user's preferred first name.

• Full Name(s): Enter all given names of the user.

• Surname: Enter the user's surname.

• Gender: Select the user's gender from the list.

• ID Type: Select the appropriate ID Type from the list.

• ID Number: Enter the user's ID Number.

• Date of Birth: Enter the user's date of birth.

• Other Surnames: Enter the user's maiden name, if applicable.

• E-mail Address: Enter the user's email address. This is compulsory for MaxCollect, Cash Ups, receiving OTPs, and receiving reports.

• Cellphone Number: Enter the user's cellphone number. This is compulsory for MaxSMS OTPs.

• Work Telephone Number: Enter the user's work telephone number.

• Home Telephone Number: Enter the user's home telephone number.

• Fax Number: Enter the user's fax number.

User Address Details

Physical Address

• Physical Address Line 1: Enter the first line of the user's home address.

• Physical Address Line 2: Enter the second line of the user's home address.

• Physical Address Line 3: Enter the third line of the user's home address.

• Physical Address Country: Select the country from the list.

• Physical Address Province: Select the province.

• Physical Address Area: Enter the area.

• Address Code: Enter the address code.

Postal Address

• Postal Address Line 1: Enter the first line of the user's postal address.

• Postal Address Line 2: Enter the second line of the user's postal address.

• Postal Address Line 3: Enter the third line of the user's postal address.

• Postal Address Country: Select the country.

• Postal Address Province: Select the province.

• Postal Address Area: Enter the area.

• Postal Code: Enter the postal code.

Additional Settings

• Language: The available language options are determined by the country in which your entity operates.

Action Buttons

• Save: Click this button to save all changes to the database.

• Cancel: Click this button if you do not want to save the changes.