Configuring User Account Details

The account-specific details associated with a particular user, such as phone number, pager, and e-mail address, are configured on the Details tab of a selected user. Some of these fields (such as the e-mail address) can be used in other areas (such as the Event Rules) to notify the user of a completed transaction.

To configure user information

  1. In the administration interface, connect to EFT and click the Server tab.

  2. On the Server tab, click the user you want to configure.

  3. In the right pane, click the General tab.

  1. Add or change the user's e-mail address in the E-mail box on the General tab. You can specify multiple e-mail addresses, separated by semicolons. The E-mail address box cannot contain more than 255 characters.

  2. Click Account Details. The User Account Details for <username> dialog box appears.

    • The E-mail box is populated or updated with what you provide in the E-mail box on the General tab or the New User wizard; otherwise, it is left blank. When populated, it is read-only in this dialog box. If no e-mail address is provided, the User icon in the tree has an information icon on top of it to warn you that the user does not have an e-mail address defined. Accounts should have an e-mail address defined for things like forgotten account information, password reset notifications, expiration, and so on.

  3. Complete the user information as needed. All boxes are optional; the Full Name and E-Mail boxes (along with the Server's address book) are used to populate the Select Names dialog box in Event Rule e-mail notifications.

  4. Click OK to close the dialog box.

  5. Click Apply to save the changes on EFT.