Creating Local Access Control Groups and Setting Group Management Restrictions

  To create groups and group access:

1. From any Strategic Finance view, select File , File Management, then Access Control.

2. Click Add.

   This accesses Add Group to create access groups.

3. In New Group, enter a name for the group. Names must be unique.

4. If a group has access settings similar to those for a group, select the group in Copy Access From, and the new group uses those settings.

5. Click Change to add and verify passwords for groups.

6. Click OK.

7. On Group Management, select basic access for the group.

   • Can change access permissions

     Selected—enables changing the level of access.

     Deselected—restricts.

     Note:

     This must be selected for at least one group. This rule is enforced by Strategic Finance.

   • Change Input Status

     Selected—enabled

     Deselected—disabled

   • Change Account Groups

     Selected—enabled

     Deselected—disabled

   • Manage Permission Groups

     Selected—enabled

     Deselected—disabled

   • Change Funding Options

     Selected—enabled

     Deselected—disabled

   • Change Required Elements

     Selected—enabled

     Deselected—disabled

   • Change Template Name

     Selected—enabled

     Deselected—disabled

8. Optional: Change account access.

   See Setting Access Control for Accounts

9. Optional: Change Time Period access.

   See Setting Access Control for Time Periods

10. Optional: Change Reports access.

    See Setting Access Control for Reports

11. Optional: Change Dimensions access.

    See Setting Access Control for Dimensions

12. Click OK.