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Enhancement Release - March 23, 2015
Separate Views for Users with Multiple Roles
For this release, the online experience for PaymentNet users with multiple roles will be changed. Today, PaymentNet combines scope of view and permissions across roles and presents a combined view online. After the release, roles will be separated and users will only be able to access one role at a time within PaymentNet. This change will tighten controls and ensure users take appropriate actions when acting in a specific role.
Upon logging in, users will be able to select roles from a list located in the PaymentNet header. Only the roles assigned to the individual’s User ID will be visible. PaymentNet will default to one of the roles in the list, and the default role will be presented each time the user logs in. Users are encouraged to select a preferred default role on the My Profile screen after the release.
Within the list, roles are presented in alphabetical order. System roles will be displayed by their standard role name such as Auditor, Cardholder, Manager, Program Administrator, and Transaction Approver. If a user has multiple system roles of the same type such as two Program Administrator roles, PaymentNet will combine and present the system roles once in the list. Custom roles will be displayed by the name created by the program administrator. These names are not visible to users in PaymentNet today. In preparation for the release, program administrators should review custom role names to ensure users will be able to easily identify the custom roles in the list after the release.
Users can switch to a different role in the list at any time. Selecting a new role will refresh the user’s screen view and display the Welcome screen with the new role selected. Unsaved changes prior to switching roles will be lost, however a warning message will be presented to remind users to save their changes prior to switching roles. To ensure important notifications are not missed as users switch between roles, a new notification icon will be introduced. The icon will be displayed next to the list when notifications appear in the Items Awaiting Your Action and Alerts sections on the Welcome screen. The notification icon will allow users to easily see when there are important items that require their attention for one or more roles. The roles with action items and alerts will be displayed when the user clicks on the notification icon.
Users will also need to be more thoughtful about the actions they take for a specific role. When making updates, users should remember that the action will be tied to the role currently selected. For example, if a user creates a report as a cardholder, the report will be tied to the cardholder role and will only be available for download when the cardholder role is selected.
Role selector drop-down
Update to Adobe® PDF® Reports
The maximum number of Order By fields a user can apply to reports in Adobe PDF format will be reduced from twenty fields to five fields. After the release, if a saved report in Adobe PDF format has more than five Order By fields, the first five will remain and the additional Order By fields will be removed.
Prior to the release, J.P. Morgan recommends that users update their saved reports in Adobe PDF format that contain more than five Order By fields. Users should select the five Order By fields they want to apply to the report.
If you have questions or concerns, please contact:
- Brenda Ancheta via email Brenda.Ancheta@wwu.edu or phone 3561