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The Designee Listing page allows Account Managers (AMs) to manage the Account Designees (ADs) associated with a selected RRE ID account. The AM can perform the following AD functions:
- Add an AD
- Delete an AD
- Edit personal information for an unregistered AD (Pending status only)
- Add a registered/existing user as an AD
- Regenerate an invitation email with a token link for an unregistered AD
ADs assist the AM with the reporting process. The AM must invite ADs to register and become users of the Section 111 MRA associated with one or more accounts. There is no limit to the number of ADs associated with one RRE ID. (Note: AMs should regularly review their designees and delete users who should no longer have access.)
To begin, select the Designee Maintenance action from the Actions list on the RRE Information Detail page for each applicable RRE ID. The Designee Listing page appears. This page shows the ADs associated with the account and their statuses.
Note: Three columns have sorting and filtering capability: Last Name, Account Status, and Last Login Date. To filter/search by last name, enter part or all of a name in the text field at the column head. To filter by account status or last login date, choose the status or date range of last login from the drop-down box at the column head. To reverse the sort order, click the arrow in the column header. Click Clear to clear the display and reset the filters. A page control at the bottom shows the number of entries per page, as well as the total number of pages and entries available.
Designee Listing Information
| Field | Description |
|---|---|
| Clear | Click this button to clear any filters you have applied in the Last Name, Account Status, or Last Login Date columns. |
| Delete (X) | Click this icon to remove the AD from the account. The Delete Designee Confirmation page appears as a result. |
| Last Name | Last name of the AD. Note: Searchable and filterable column: click the arrows in the header to sort or reverse the sort order; start typing into the box at the top of the column to filter for names beginning with that value. If the status of the AD is Pending, you can click their last name to go to the Update Designee Information page. On this page, you can change the AD name, email, and/or passphrase, and request to regenerate the invitation email. |
| First Name | First name of the AD. |
| E-mail Address | AD email address. This is the email address to which the invitation email was sent. |
| Passphrase | A short sequence of case-sensitive letters, numbers, and/or symbols up to 30 characters long that is created by the AM for the AD to use when they register(ed) for the first time on the Section 111 MRA to obtain a login ID. |
| Account Status | Indicates the status of the AD on your account and whether the AD is able to access the RRE ID account to transfer files, view file processing results, and view account activity. Note: Sortable and filterable column: click the arrows in the header to sort or reverse sort order; click the drop-down menu at the top of the column to show only ADs with that status. Possible values: Pending - The AD has been invited to the RRE ID account, but has not yet obtained a login ID. Instruct the AD to follow the link in the invitation email sent by the Section 111 MRA. The AD will need to enter the passphrase created by the AM. The AM can click on the AD’s last name to edit their information, or resend an invitation email to that AD. Active - The AD has registered on the Section 111 MRA and has access to the account. Locked - The AD has entered their password incorrectly too many times and is currently locked out of the system. Instruct the AD to perform the Forgot Password function on the Account Sign In page. Expired - The AD has not changed their password for more than 60 days and is denied access to the Section 111 MRA. Instruct the AD to change their password using the Change Password function on the RRE Listing page under the username drop-down menu. Revoked - The AD's login ID has been revoked and has no access to the Section 111 MRA. Contact your Electronic Data Interchange (EDI) Representative with questions about this status. |
| Last Login Date | Indicates the last date the designee logged in to an account in any COBSW application. Sortable and filterable. Filter range values include:
Note: This list automatically sorts blank values to the top. |
Click Add Designee to add an AD user to your account. Click RRE Information to return to the RRE Detail Information page.
September 2024
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