Users and Invitations

Note: This content applies to users managed by security groups. If you instead manage a user's security by their roles, see Users.

Use the tabs on the Security page to efficiently manage your web view users. All of your database view users appear in the Financial Edge account column of the user grid. You must register these database view users in order for them to become active users in the web view. You do not assign database view users to security groups from the web view. All database view users will remain in the security group to which they have always belonged.

To get users started in the Financial Edge NXT, simply send them an invitation. From Security, you can view and invite the database view users to the web view. You can also cancel or resend invitations as necessary.