Assign User Permissions Article

PDF Tutorials	Interactive Tutorial
Cropped Screenshots Full Page Screenshots

Step By Step Tutorial - Assign User Permissions

CLICK ON THE BLUE LINK ABOVE TO VIEW TUTORIAL 

See attached PDF's, and Other Tutorials & Knowledge Base Page Links below

Prerequisite Steps: Import Active Directory Users, Map Users to Companies

Purpose: This screen is used to assign user security as well as restrict system user access.

Role	Summary	Data Entry & Reporting	Administrative Capability	Company Restrictions	Setup Security
Inactive	This role is used for complex security org units permissions. Rather than deleting an employee in the system, inactivate the user id and use it as a template. Once a replacement is hired, duplicate it to create a new user.	No	N/A	N/A	N/A
Application User	This role is for a standard worker who'd be entering budgets or an executive who has access to all org units but you don't want to grant them access to the administrative functions in the system.	Yes	None	Company access is assigned by the System Manager	N/A
Administrator-Restricted	This role is typically, an assistant financial analyst who does not have permission to work with payroll details.	Yes	Typically an admin that cannot access payroll or an end user with payroll roster & payroll entry access (but not tax and benefit setups)	Company access is assigned by the System Manager	If they have access to User Management, they can only create users in their assigned companies, at their level or below.
Administrator-Unrestricted	For use in multi-company installations: this role is for a lead financial analyst who should have full permissions, but only for a particular subset of the Companies.	Yes	Can assign themselves full administrative privileges	Company access is assigned by the System Manager	If they have access to User Management, they can only create users in their assigned companies, at their level or below.
System Manager	Primary business application owner with full access rights	Yes	Can assign themselves full administrative privileges	Can assign themselves to any company	If they have access to User Management, they can create users at any level

Note: The video shows a System Manager role being assigned permissions to everything, everywhere.    

  

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