Security/User Questions

How does the "Sensitive" Security Hierarchy Works - (Why Don't I See Data)?
The assignment of the Sensitive settings provides a way to restrict viewing access to Object/Main Account Number and/or Budget Account Numbers.  The assignm...
Mon, 4 Apr, 2016 at 7:17 AM
How Can I See the View My User Sees (Impersonate a User)?
When Assigning User Permissions, Hiding Menus from Users  and other such user customizations it can helpful to view what the user will see. On the Ass...
Thu, 24 Mar, 2016 at 11:26 AM
How Does Payroll Security work?
There are two components to security: Firstly, access to elements of the Payroll module can be limited to specific users.  Secondly, information...
Tue, 10 May, 2016 at 8:09 AM
When and Why Do I Use "Sensitive Levels" and/or "Sensitive"?
The assignment of the Sensitive settings provides a way to restrict viewing access to Object/Main Account and/or Budget Account Numbers. The assignment of t...
Mon, 4 Apr, 2016 at 8:47 AM
When Should I Delete a User versus Making the User Inactive?
If a user has a complicated set of department security rights it can be helpful to inactivate the user when they no longer need system access.   When ...
Wed, 8 Jun, 2016 at 11:33 AM
What Options Are There To Setup New Users?
Users can be setup in the following ways: A. The Microsoft Windows Corporate Directory...
Mon, 18 Jul, 2016 at 10:51 AM
How Do I Create New User/s Using the Windows Corporate Directory?
The Microsoft Windows Corporate Directory stores User IDs and passwords. Dynamic Budgets can import in this Directory and use it for...
Mon, 18 Jul, 2016 at 10:55 AM
How Do I Create A New User Using Dynamic Budget's Security?
A new user setup to use Dynamic Budget's security is created either on the Assign User ...
Mon, 18 Jul, 2016 at 10:59 AM
How Do I Clone/Duplicate an Existing User's Profile, Company and OrgUnit Permissions to a New User?
The clone/duplication feature is found on the Assign User Permissions/User Profile tab.  Once the User is cloned please see, if neces...
Mon, 18 Jul, 2016 at 11:06 AM
How Do I Setup a User Profile, Company and OrgUnit Permissions for a New User Or Edit An Existing User?
Once a Us...
Mon, 18 Jul, 2016 at 12:04 PM