Assigning Schedule Viewers

The Viewers tab enables you to assign viewer rights for schedules. A schedule can have multiple viewers, however they must have Financial Close Management security roles. Viewers receive read-only access to all of the tasks in the schedule.

  To assign viewer rights:

  1. Select the Viewers tab.

  2. Click Actions, and then select Add, or click the Add icon.

  3. To search by users or groups, click the Search Users button, then select Users or Groups.

  4. Enter a user name, or part of the name, then click Search.

  5. To identify a user, click Advanced, then enter a User ID, Email address, or Description.

  6. From the Search Results list, select users.

  7. For additional details about the user, such as groups and roles, click Details.

  8. Click Add or Add All to move users to the Selected list.

    Tip:

    To remove users, select users, then click Remove or Remove All.