CSG ERP User Service

CSG ERP User Management

Administration of company users, roles, and operation preferences in the CSG Customer Portal.

The User Management module is the administrative area of the CSG Customer Portal used to maintain company login accounts, role-based access, and customer-specific operational settings. It is intended for customer administrators and other authorized users.

The module consists of User Account, Role, and Operation Preferences. Customer administrators first issue portal accounts to users within their company and then assign one or more roles to each account. The assigned roles determine which menus, information, and functions the user can see and operate. Operation Preferences define the company’s preferred service and workflow settings. At least one role must exist before a user account can be created.

CSG ERP User Management
Portal	CSG Customer Portal
Menu	User
Audience	Customer administrators and authorized users
Purpose	Issue and maintain company user accounts, control visible functions through roles, and configure service preferences
Components	User Account; Role; Operation Preferences
Key dependency	Every new account requires at least one existing role
Source	CSG ERP User Manual, section 5

Access and scope

The User menu appears in the portal’s left navigation. Its submenu provides access to Account, Role, and Operation Preferences.

Figure 1. User module navigation in the CSG Customer Portal.

User Management is distinct from Account Center. Account Center is a self-service area for the currently signed-in user to maintain personal information. User Management is an administrative area for maintaining all accounts belonging to the customer company.

Before creating an account, an administrator should confirm that:

At least one role exists under User → Role.
The administrator is authorized to manage accounts and roles.
The required role or roles have been identified for the new user.

Important: A user account cannot be created without a role assignment.

User Account

Path: User → Account**

The User Account area creates and maintains customer-company login accounts. Authorized administrators can create and view accounts, edit user information, assign or remove roles, enable or disable accounts, lock or unlock access, reset passwords, and delete accounts.

Account List

The Account List displays all user accounts created under the customer company. Search controls appear above the account records, while account-specific actions appear in the Action column.

Page functions

Function	Description
Search	Finds user accounts matching the selected criteria.
Add Account	Opens the form for creating a user account.
Edit	Opens the selected account for modification.
Operate	Opens additional account-management actions.

Account columns

Column	Meaning
Account	Login account used to access the portal.
Name	User display name.
Status	Account status: Enable or Disable.
Lock	Account lock state.
Created By	User who created the account.
Date Created	Account creation date and time.
Valid From	Date on which the account becomes effective.
Action	Opens account editing or management operations.

Creating or editing an account

The Add/Edit Account page stores the user’s login details, contact information, validity period, and assigned roles.

Add or edit account — Figure 3. Add/Edit Account page with account information and role assignment.

Field	Description
Account	Unique login account used to access the system.
Name	User display name.
Phone	Contact phone number.
Email	User email address; optional.
Valid From	Date on which the account becomes active.
Valid Until	Account expiration date; optional.

The create-account form also displays a Password field. Fields marked as required in the portal must be completed before the account can be saved.

Role assignment

An account can receive one or more predefined roles. The assigned roles determine which menus and functions the user can access after signing in.

To create or update an account:

Navigate to User → Account.
Select Add Account, or select Edit for an existing account.
Enter or update the user’s account information.
Select Add Role and choose one or more roles.
Select Confirm to save the account.

Account operations

The Operate menu provides account-state and security actions. The options displayed may depend on the account’s current state.

Operation	Effect
Change Password	Resets or updates the user’s login password.
Disable	Disables the account and prevents login.
Enable	Re-enables a disabled account.
Lock	Locks the account to prevent access.
Unlock	Unlocks a locked account.
Delete	Permanently removes the account.

Caution: Deletion is permanent. Verify the selected account before completing the action.

Role

Path: User → Role**

The Role area defines access for users belonging to the customer company. A role can be assigned to one or more users and can contain menu permissions that determine which portal functions those users can access.

Role List

The Role List displays the roles created by the customer company. Authorized users can search roles by name, status, or description; add and edit roles; disable roles; assign users; assign menu permissions; and view operation logs.

Role actions

Action	Description
Disable	Disables the selected role.
Assign User	Assigns company users to the role.
Assign Menu Permissions	Sets the portal menus and functions available to the role.
Log	Displays operation records for the role.

Operation Preferences

Path: User → Operation Preferences**

Operation Preferences stores customer-specific settings for selected inbound, outbound, and return processes. Authorized users can inspect the current configuration in View mode and modify it in Edit mode. Settings cannot be changed while the page is in View mode.

Preferences List

The Preferences List displays the operation-preference record for the customer company.

Column	Meaning
Customer Name	Customer account name.
Company Name	Registered company name.
Date Created	Date and time when the preference record was created.
Modification Time	Date and time of the most recent update.
Action	Opens the record in View or Edit mode.

Preferences Detail

Selecting View or Edit opens the Operation Preferences detail page. The available settings may include return-function settings, inbound email notifications, outbound proof-of-delivery settings, photo-provision requirements, and product-handling rules.

In Edit mode, update the required settings and select Save to apply the changes.

Access-control model

The User module follows a role-based access relationship:

Object	Managed through	Controls or affects
Role	User → Role	Menu and function permissions.
User account	User → Account	Login identity, validity, account state, and assigned roles.
Menu permissions	Assign Menu Permissions on a role	Portal areas available to users assigned to that role.
Operation Preferences	User → Operation Preferences	Selected inbound, outbound, and return behaviours for the customer company.

The principal dependencies are:

A role must exist before an account is created.
Every new account requires at least one assigned role.
Assigned roles determine the user’s available menus and functions.
Disabled or locked accounts cannot access the portal.
Operation Preferences can be changed only by authorized users in Edit mode.