Permissions / Comments¶
Assign users/roles to allow commentary on budgets via right mouse click on the budget entry screen.
save.
refresh screen.
copy permissions between users.
export permissions to excel.
Set permission for - select either the individual user or a role to assign relevant access.
Apply permissions to users or roles¶
- From Set Permissions For, select an individual user or a role.
- Select the dataset/connector name, for example General Ledger. This will display the types of comments.
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Click next to the type of comment to apply visibility.
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Click
. - Repeat for other users or roles.
Alternatively,
Copy user/role permissions from one user/role to another within the same dataset.
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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
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Click ok
Export to Excel¶
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Click
to display the below screen
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Select the relevant user(s) or role
- Select the relevant dataset(s)
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Click Ok, the below displays
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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).