Managing HOM Accounts

1. From the document list screen select 'HOM Preferences' located in the upper right hand corner of the screen.
2. On the HOM Preferences screen you will see an option for 'HOM Accounts'.
3. Click on the button labeled "Manage HOM Accounts"
4. In this screen you can add new users, delete users, exclude specific types of documents, set email notifications, and request password changes.

Adding A New User:

1. To add a new user, temporary password for each sub-user. NOTE: The user name will be the same for all users; however the password will differentiate the users.
2. Under the 'Partners' column, select which partners you DO NOT want the user to have access (use the control key to select more than one) or if you would like the user to have access to all partners select 'Exclude None'.
3. Next select the 'Doc Types' and 'Doc Stats' that you would like the user to be EXCLUDED from viewing (use the control key to select more than one). Select 'NONE' if you would like them to view all docs. NOTE: The user will not be allowed to view the 'Doc Type' or 'Doc Stats' that you select.
4. Enter the email address of the new user.
5. Check the 'Email Notify' box if you would like the new user to receive related emails.
6. When you are finished adding users, make sure to save the accounts by pressing the 'Save Accounts' button in the upper left hand corner of the screen.

Changing The Password For An Account:

1. To change a user's password, click the 'Req Pwd Chg' button located in the second column from the right.
2. Save the change by selecting 'Save Accounts' in the upper left hand corner of the screen.
3. The user will be prompted to change their password next time they try to login. NOTE: Instructions to change the password will be displayed on the screen the next time that sub user logs in.

Deleting A User Account:

1. To delete a user account check the box under 'Del Acct' associated with the user's name.
2. A pop up will notify you that the account will be deleted when you click 'Save Accounts'.
3. Click the OK button to proceed.
4. Save the change by selecting 'Save Accounts' in the upper left hand corner of the screen.

Editing The User Settings:

1. To change the user settings go to the row of User Numbers which you would like to change.
2. Under the 'Partners' column, select which partners you DO NOT want the user to have access (use the control key to select more than one) or if you would like the user to have access to all partners select 'Exclude None'.
3. Next select the 'Doc Types' and 'Doc Stats' that you would like the user to be EXCLUDED from viewing (use the control key to select more than one). Select 'NONE' if you would like them to view all docs. NOTE: The user will not be allowed to view the 'Doc Type' or 'Doc Stats' that you select.
4. If changing the email address, enter the new email address of the user.
5. Check the 'Email Notify' box if you would like the user to receive related emails.
6. When you are finished editing users, make sure to save the accounts by pressing the 'Save Accounts' button in the upper left hand corner of the screen.

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