Permissions / Budget Names

Assign users/roles to which budget or worksheet names they would be using.

save.

refresh screen.

copy permissions between users.

export permissions to excel.

Set permission for - select either the individual user(s) or a role to assign relevant access.

Apply permissions to users or roles

• From Set Permissions for, select individual, multiple users or a role.
• Select the dataset/connector name, for example General Ledger. This will display the budget worksheet names on the right.

• Click next to the worksheet or budget name to apply a lock/visibility.

  

• Click .

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.

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

• Click ok

Export to Excel

• Click to display the below screen

  

• Select the relevant user(s) or role

• Select the relevant dataset(s)

• Click Ok, the below displays

  

• Click Download

Note

The permissions included in the export refer to:

D = Direct (applied on individual user).

I = Indirect (applied via a role).

I/D = Mixed (applied on individual user and role).