Step By Step Tutorial - Assign User Permissions

CLICK ON THE BLUE LINK ABOVE TO VIEW TUTORIAL 

See attached PDF's, and Other Tutorials & Freshdesk 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.



RoleSummaryData Entry & ReportingAdministrative CapabilityCompany RestrictionsSetup Security
InactiveThis 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.NoN/AN/AN/A
Application UserThis 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. YesNoneCompany access is assigned by the System ManagerN/A
Administrator-RestrictedThis role is typically, an assistant financial analyst who does not have permission to work with payroll details. YesTypically 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 ManagerIf they have access to User Management, they can only create users in their assigned companies, at their level or below.
Administrator-UnrestrictedFor 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.YesCan assign themselves full administrative privilegesCompany access is assigned by the System ManagerIf they have access to User Management, they can only create users in their assigned companies, at their level or below.
System ManagerPrimary business application owner with full access rightsYesCan assign themselves full administrative privilegesCan assign themselves to any companyIf 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