User Profile

NOTE: All functions under Administration require Administrator privileges.

The User Profile screen is used to:

• Create New/Modify eRAM IDs
• Define personal preferences and settings
• Define Number Format preferences
• Specify Security & Levels of Authority
• Grant Functional Permissions
• Grant View Access
• Define Products and Services

NOTE: Changes made on the User Profile screen will supersede the Group settings for the individual users.

Creating a New ID

To Create a New ID:

1. Click the Admin link in the Top Navigation Bar.
2. Click User Profile on the left navigation panel.
3. Select +New to display the User Profile set up screen.

NOTE: Information entered must be accurate for ordering and appearing on reports and letters with eRAM.

4. Specify Groups to define where users' rights and privileges are inherited.

NOTE: Once you select a Group, update boxes to grant or remove privileges.

5. Select the group to which the User will belong.
6. Enter a username in the User field.
7. Enter a password in the Password field.

NOTE: Passwords must conform to the configuration in Password Rule Configuration.

8. Select the User's country.
9. Select the number of decimal places for currency number format from the Max Decimal Specifier drop-down.

NOTE: The options are 0, 1, or 2 (default format).

10. Select the desired format for currency from the Number Format drop-down. The selection will include the selected number of decimal places.
11. Enter the User's Name, Title, Telephone, Fax Number, Department, Endorsement, and Email Address.
12. Enter the User’s Toolkit ID and Toolkit Password.

NOTE: Users must have Toolkit privileges to order specific packets and define country reach.

13. Enter the User’s AME ID and AME Password to get access to the Asian Matching Engine.
14. Click Save.

NOTE: Restore a User’s setting to the default Group setting by selecting Restore to Default.

Editing an ID

To edit an existing ID:

1. Highlight a User on the User Profiles list.
2. Double-click or click the edit icon
3. Complete your relevant fields.
4. Click Save once complete.

Deleting and ID

To delete an existing ID:

1. Highlight a User on the User Profile list.
2. Select the delete icon

Setting Permission Levels

To grant a User with Administrative Authority and set Security Levels:

1. Go to the SECURITY section of the User Profile page.
2. Check the Grant Authorization to set security policy box to allow the user permission to define the security policy.
3. Check the Grant Administrative Authority box to allow administrator access.
4. Check the Grant Administrative privileges for profile and filters box to define and assign profiles and filters for other Users (in addition to themselves).
5. Select values from GROUP SECURITY and move the selected group to the RESTRICT USER TO box by highlighting it and clicking the Add button or by double clicking on the selected group. This will grant the user the security privileges that the group has.

Setting up General User Permissions and Settings

eRAM gives administrators the ability to control the tasks / functions that a user can have access to. The controls that can be modified include:

• Accounts – create/delete account, modify account number and currency
• Confidence Match – set the confidence level for matches and control trade up from branch to headquarters when ordering packets/reports
• Export – ability to export data and edit export templates
• Asian Matching Engine – enable a user to leverage the Asian Matching Environment (AME) for match
• Customer Data – update accounts receivable, edit financial statements, create/modify/delete bank and trade references
• Note To Do’s – delete and modify Notes and To Dos
• Documents – ability to add new documents and detach existing documents
• Landing Page – control where a user lands
• Small Business Risk Scoring Solution – control right to access and view of principal data (SBRAS) and small business data (SBRPS)

NOTE: Customer must have their own relationship with providers and meet compliance regulations.

• Credit Analysis – ability to make credit decisions, set credit limits and set credit limit authority amount
• Scoring – ability to recalculate scores, view score details, score multiple accounts (all accounts or those in a filter)
• Each User, by default, will inherit the authority with the associated Group but further changes can be made to a User’s permission.

To alter the User’s permissions from the inherited Group privileges:

1. Navigate to the GENERAL section of the User’s profile
2. Click the appropriate unmarked boxes to grant or remove privileges.
3. Click Save once complete.

Control Product Order Permissions

eRAM gives administrators the ability to control the products that can be ordered and the frequency with which they can be ordered. The controls that can be modified include:

• Order from profile – selecting this gives permission to order online D&B information
• Investigations – selecting this gives permission to order an investigation.
• Product List and Restriction – control the products a user has the ability to order.

NOTE: Products that can be ordered must be listed in the Restrict User To box. Move the selected product from the Product List box to the Restrict User To box by highlighting it and clicking the Add button or by double clicking the selected product.

• Timeliness Factor – control the number of days in which an eRAM packet is considered up to date. By entering a value in the D&B Timeliness Factor field, when a new eRAM packet is ordered on the account and one has been previously ordered within the number of days specified, the User will be alerted. This gives the User the choice to reorder or use the existing data.

To alter the User’s product order permissions:

1. Navigate to the PRODUCT/SERVICES section of the User’s profile
2. Click the appropriate unmarked boxes to grant or remove privileges.
3. Move the products from the PRODUCT LIST to RESTRICT USER TO box depending on what you wish to grant the user access to.
4. Click Save once complete.

Permissions for Views and Screens

eRAM gives administrators the ability to control the views/pages that a user has the authority to access. The controls that can be modified include:

• Views - control access to screens that can be viewed.

NOTE: Move the selected page from the eRAM Views box to the Restrict User To box by highlighting it and clicking the Add button or by double clicking the selected product.

• Division – control the divisions that a user can access (default access is for all divisions).

NOTE: Move the selected division from the eRAM Views box to the Restrict User To box by highlighting it and clicking the Add button or by double clicking on the selected product.

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