CARP Admin

When assigning user roles in CARP, store management must ensure the following, based on the team member's required access and role at the store:

An appropriate security group is selected.
An expiration date is assigned.

In addition, you must:

Remove users from CARP at the completion of their needed assignment.
Review user access in CARP monthly to ensure accurate system security.

Security Groups

Follow the procedures outlined below to create and maintain users based on CARP security groups.

Groups	Role	Access
Account Manager	Add, edit, or view customer accounts	Login, Account View, Account Add, Account Edit
Institution Admin	Full access	Login, Account Import, Transaction Export, Account View, Account Add, Account Edit, Account Delete, Major Account View, Major Account Add, Major Account Edit, Major Account Delete, Term View, Term Add, Term Edit, Account Import View, Transaction Export View, Transaction View, Application User View, Application User Add, Application User Edit, Application User Disable, File Contents View, Major Account Term View, Major Account Term Add, Major Account Term Edit, Major Account Term Delete, Customer Export View, Customer Export Add, Transaction Comment Add, Major Account Copy, Report View
Major Account Manager	Add, edit, or view customer accounts	Login, Major Account View, Major Account Add, Major Account Edit
Read Only	View all account information	Login, Account View, Major Account View, Term View, Account Import View, Transaction Export View, Transaction View, Major Account Term View, Customer Export View, Report View
Super User	Full access, without User Admin access	Login, Account Import, Transaction Export, Account View, Account Add, Account Edit, Account Delete, Major Account View, Major Account Add, Major Account Edit, Major Account Delete, Term View, Term Add, Term Edit, Account Import View, Transaction Export View, Transaction View, File Contents View, Major Account Term View, Major Account Term Add, Major Account Term Edit, Major Account Term Delete, Customer Export View, Customer Export Add, Transaction Comment Add
Term Manager	(FVC Only) Add, edit, or view terms	Login, Term View, Term Add, Term Edit

Admin Tasks

Create a User

This function allows you to provide access to a store. However, before you can add a user to a store, the user must have been added to permit CARP Access.

To use this function, you must have the proper security level to access the Admin Menu Link. All regional managers have this access, and the protocol is for the regional manager to add the store manager as an Institutional Admin so the store manager can add users as needed with the appropriate permissions.

System Admins and Home Office Admins will add users by request from departments such as Accounting.

Click Admin at the top right of the screen.
You will be transferred to the Manage Users screen.

Click New.
Complete the User Details screen. View field definitions.

Click Save.

Edit a User

This function allows you to edit a user defined to a store.

To use this function, you must have the proper security level to access the Admin Menu link. Typically, only the regional manager or the store manager with Institutional Admin permissions can access Admin Menu link.

Click Admin at the top right of the screen.
User is transferred to Manager Users option.

The User Configuration screen is displayed. View field definitions.

Click on the username you want to change.
Make changes as needed on the User Details screen. View field definitions.

Click Save.

Delete a User

To use this function, you must have the proper security level to access the Admin Menu Link. Only the regional manager or the store manager with Institutional Admin permissions can access Admin Menu Link.

Click Admin at the top right of the screen.
You will be transferred directly to the Manager Users option.

The User Configuration screen is displayed. View field definitions.

Click on the username you want to delete.
Click OK at the message.

Search for a User

This function allows you to search for a user assigned to a store.

You must have the proper security level to access the Admin Menu Link. Only the regional manager or the store manager with Institutional Admin permissions have access to the Admin Menu Link.

Select Admin at the top right of the screen.
You will be transferred to the Manage Users option.

The User Configuration screen is displayed. View field definitions.

Select the direction symbol next to Search for Users.
It displays as ^
Click Search for Users.
Type all or part of the username or type the user's first or last name.
Select Search.

View User Information

The user configuration for a user assigned at a store is available if you have the proper security level to access the Admin Menu Link. The regional manager or the store manager with Institutional Admin permissions can access the Admin Menu Link.

Select Admin at the top right of the screen.
You will be transferred to the Manage Users option.

The User Configuration screen displays. View field definitions.

Select the ! to view the User Details Table.
Select Save.

Select Save.

Zendesk HTML5.4.log-258608912.zip
30 KB Download

Field	Definition
Copy permissions from	Select this checkbox to copy account permissions from an existing user.
Username	The user's Active Directory network user ID. Type the format: user ID
Validate Username	Click the link to verify that you have entered a valid network sign on username.
Name	User's name provided by the network.
Email	Leave blank. It will be filled.
Expiration Date	If applicable, date when the username expires. For example, if you are setting up a temp and the permissions will expire, but in that date.
Disabled	A check in the box indicates the user name is disabled.
Permissions
Groups	Select the group to apply roles from the list below: Institution Admin Super User Account Manager Major Account Manager Term Manager Read Only
Roles	Selecting a Group defaults to select various Roles. Select or un-select roles to add or remove permissions.

Field	Definition
Username	User sign on.
FirstName	User's first name.
LastName	User's last name.
Last login date	Date and time of last login.
Expiration Date	The expiration date of the user name.

Field	Definition
Expiration Date	If applicable, date when the username expires. For example, if you are setting up a temp and the permissions will expire, use that date.
Disabled	A check in the box indicates the user name is disabled.
Permissions
Groups	Select the group to apply roles from the list below:
	Institution Admin
	Super User
	Account Manager
	Major Account Manager
	Term Manager
	Read Only.
Roles	By selecting a Group the default selects Roles. Select or un-select roles to add or remove permissions as required.

Field	Definition
Username	User sign on.
FirstName	User's first name.
LastName	User's last name.
Last Login Date	Date and time of last login
Expiration Date	The expiration date of the user name.

Field	Definition
Username	User sign on.
FirstName	User's first name.
LastName	User's last name.
Last Login Date	Date and time of the last login.
Expiration Date	The expiration date of the user name.

CARP Admin

Security Groups

Admin Tasks

Articles in this section