Adding User Authorities

Authorities must be set up for users since they determine the actions that the user can perform within a category/subcategory. If desired, you may also modify a group of user authorities for a category/subcategory simultaneously.

 

Note: If dual control is required, another customer user with Customer Users: Add, Edit, Delete permission will have to verify the record changes before they become effective.

 

To add authorities

  1. Choose Security | Customer Users.

  2. Select the user to modify.

  3. Choose the Authorities tab.

  4. Mark each category/subcategory, or select Grant All to apply the authorities you are configuring to the entire group of categories/subcategories.

  5. Complete the actions and amounts allowed for this user in this category/subcategory.

  6. Choose Save at the top of the page to save the changes to the user record.

 

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