Permissions / Budget Approval

Assign users/role to be responsible for a particular budget area(s) and allows the status to be changed.

save.

refresh screen.

copy permissions between users.

Set permission for - select either the individual user or a role to apply budget approval.

Select Data - seelct the relevant dataset, for exmaple, General Ledger.

Budget Name - select the relevant budget.

Data Navigation section - displays the budget hierarchy.

Permissions Summary section - displays what permissions the selected user/role has.

Filter Icons

indicates the user or role has access.

indicate the user or role does not have access.

Apply permissions to a user or role:

• Click into Set permission for, start typing the users name, or the role name to select.
• Select the data, for example General Ledger.
• Select the Budget Name.
• Expand the data navigation you wish to give the user/role access to.
• Click to apply a lock next to each layer/cost centre that the user/role will have rights too.
• Click .
• Click Ok.
• Repeat for each budget.

Alternatively,

Copy user/role permissions from one user/role to another within the same dataset.

• Click

  

  From User/Role - choose the relevant user or role that you want to copy from.

  To User/Role - choose the relevant user or role that you want to copy to.

  Dataset - select the dataset.

  Budget Name - choose which budget the permissions relate to.

  Copy Method - select either Merge with Existing Permissions, or Replace Existing Permissions

• Click ok