​Edit a User Profile

On the P-Card main menu, select Admin, and then click the Edit icon next to a user’s name.

Figure 1 - Edit icon

The user's profile will open. This is displayed in four sections: the user information, user roles (or security), P-Card details, and default and/or approval PCA/Index assignments.

Figure 2 - User profile

Add or Change the User’s Role

A ‘role’ defines what the user can do in the application. You can select Admin, Reports, and then the User Report to find out which users are verifiers, which are approvers, etc.

Figure 3 - User roles

You can make a user an verifier, approver, administrator, or auditor:

• Verifier - validates that purchases are valid and correct. For many agencies, the card holder is the Verifier. However, you can designate an alternate employee as a Proxy Verifier. Verifiers may be able to select transactions either by individual card holder or group.
• Verifier All – same functions as a Verifier, but the Verifier All can verify transactions from all card holders.
• Approver - approves the transmittal and the attached documentation is valid and correct. Approvers can approve transmittals for the level they are assigned (see below). The final approver is the last approver of the transmittal before it is submitted to STARS. The SCO can create up to three approval levels for your agency. For internal controls, you can restrict users from approving their own transactions at any approval level - select Agency Settings on the main Admin screen, and then click Restrict User.
• Approver All – same functions as an Approver but the Approver All can approve all transmittals coded with any PCA or Index.
• Admin – the P-Card application administrator adds and updates users, can run all reports, executes the posted pending process, etc.
• Auditor – auditors can view transactions and transmittals, but do not have any capability to verify, approve, add, or make changes to users. Auditors can run all reports.

When you select Approver or Approver All, select the Approval Level. (The agency will determine how many approval levels are needed.) Approvers may also need to be assigned Approval PCAs or Indexes.

When you are finished, click Save at the top of the profile screen.

If a user is logged in when you save their profile, they must log off, then log back in to see the change.

Figure 4 - Save