Security/User Questions

How Do I Activate and Use Account Level Security?
Access to an individual Budget Account Number can be controlled.   Account Level security is turned on at the Budget Account Number level and ...
Mon, 18 Jul, 2016 at 12:07 PM
How Do I Log-In?
If you are setup as a Windows User the log-in process is: 1. First log into your computer using your Windows log-in.  Open Dynamic Budgets and...
Wed, 29 Jun, 2016 at 12:38 PM
What Can the Different Roles Do To Set Security and What Menus Can Each Role See?
A User's role is defined when the User is setup.  The default role is Application User.  Roles can be changed on t...
Tue, 19 Jul, 2016 at 9:41 AM
Can I Delete Granted OrgUnit Permissions?
1. To delete granted OrgUnit/s Permissions for a given User select their User Profile on the Assign User Permissions 2. Click to the O...
Tue, 19 Jul, 2016 at 9:42 AM
Can I Copy OrgUnit Permissions from a User to Another User?
1. Select the User whose Permissions you wish to copy on Assign User Permissions. 2. Navigate to the OrgU...
Mon, 18 Jul, 2016 at 12:11 PM
How Do I Convert An Existing User to a Windows Log-in?
If you know the Windows domain\user go to Assign User Permissions click on the original app user ID on the left, go to the bottom of the right p...
Mon, 26 Sep, 2016 at 7:31 AM