Step By Step Tutorial - Assign User Permissions
CLICK ON THE BLUE LINK ABOVE TO VIEW TUTORIAL
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.
Other Related Tutorials & Page Links:
* Step By Step Tutorial-Assign User Permissions-Manually Add a User
* Freshdesk Page Link-Assign User Permissions, Manually Add a User
* Step by Step Tutorial-Assign User Permissions, Impersonate
* Freshdesk Page Link-Assign User Permissions, Impersonate
* Step by Step Tutorial-Map Users to Companies
* FReshdesk Page Link-Map Users to Companies