EZTeller stores transactions by the teller role.  

Note: If you have removed teller roles, when running yearly reports such as the Bond Interest Report, be sure to select the EZTeller Roles tab and mark to include deleted teller roles.

Steps to remove unused roles:

1. Log in to Superview and select a branch as your working group.
2. Go to EZTeller Roles >  Maintenance and highlight the role you want to remove.
3. Click Select Employees.
4. At the bottom of the screen, click Select All and then click Remove.
5. Click OK and you will return back to the EZTeller Roles List.
6. Highlight the role you want to remove and click Remove. You will receive verification asking if you are sure you want to remove the role.
7. Answer Yes.

 Note:    Another option is to keep the unused roles and change the role description to Unassigned. Remove employees from the

             unused roles. Transactions done by these roles will automatically be included in branch reports.

Steps to edit unused roles:

1. Log in to Superview and select a branch as your working group.
2. Go to EZTeller Roles > Maintenance and highlight the role you want to edit.
3. Click Select Employees.
4. At the bottom of the screen, click Select All and the click Remove.
5. Click OK and you will return back to the EZTeller Role List.
6. Highlight the role you want to change and click Edit.
7. Edit the Description field to read Unassigned, click Apply and then click OK.

ArticleNumber:

000047169