Global Access Roles

Role

A user's access to units is based on the selected "Role" for the units. For example, if a user is assigned a unit at the "Preparer" level and not at the "Reviewer" level then, the user can access the unit as a preparer.

 

To select user "Role(s)" for units:

1.Click Preparer to assign the preparer role to units.
2.Click Reviewer (Reviewer 1-8) to assign the preparer role to units.
3.Click Save.

 

The "Available Units" and "Assigned Units" for a selected user appear on the "Units" page. Assign and remove units for a user to maintain the "Users" access to units.

To assign the "Units":

1. Select the unit in Available Units.

2. Click the arrow to "add" the unit to Assigned Units.

3.Click Save.

 

To remove the "Units":

1. Select the unit in Assigned Units.

2. Click the arrow to "remove" the unit.

3.Click Save.