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TRS WebTalk: Security Users Managing User Profile

This guide provides detailed instructions on managing user profiles within your organization. Learn how to retrieve user records, verify information, and understand user statuses such as Active, Revoked, and Suspended. Discover the importance of PII access, which determines whether a user can view sensitive transaction records. Ensure compliance by closing accounts for users who no longer need access. For additional resources, refer to the TRS.Security.User Reference Manual and contact support if needed.

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TRS WebTalk: Security Users Managing User Profile

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  1. TRS WebTalk: Security UsersManaging User Profile

  2. Managing Profiles for Users in Your Group

  3. Retrieve the User Record Smith 3

  4. Confirm the Search Results and Select

  5. Verify and Correct General User Information

  6. User Status and PII Access PII Access determines whether a user can see information that potentially identifies a transaction record for an individual, for example: * Credit card number * Payer address details Users are Active when they log in at least every 4 months, otherwise they become Revoked and then Closed. You need to close user accounts when people leave your agency or should no longer have access to your agency’s collections data. When you reset a user’s password but the person doesn’t log in, the account becomes Suspended. Refer to the TRS Security User Reference Manual and the TRS WebTalk entitled Reactivating Users for more details about these features.

  7. Assign Roles

  8. Assign Data Permissions

  9. Review User Information and Submit

  10. Additional Resources • TRS Call Center • 800-346-5465 • 301-887-6600 • trs@pnc.com • TRS Agency Outreach Team • 301-699-6814 • TRSAgencyOutreach@pnc.com • TRS User Manuals • TRS Security User Reference Manual • TRS Agency Reports Help • Business Objects General Help CA$HLINK II SHUTS DOWN DECEMBER 31, 2012 • TRSAgencyOutreach@pnc.com

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