You must grant permission to yourself, another administrator, or group such as Company Administrators, to configure cash flow modules.
To grant yourself configure permissions
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Access Control in the left Navigator. |
| 3 | In the right pane, select Administration Mode Access > Standards & Libraries > Cash Flow > Data Sources. |
| 4 | In the Module Permission Settings window, click the Add button. The Permission/Access Control window opens. |
| 5 | Click the Add Users/Groups button. The User/Group Picker opens. |
| 6 | Select the user(s) to whom you want to give configuration permission and click the Add button. Then click OK. |
Primavera Unifier add the name(s) to the Permission/Access Control window.
| 7 | Under Permission Settings, select Modify and View and click OK. Primavera Unifier adds the name(s) to the Permission Settings window. |
| 8 | Repeat these instructions to grant permission to cash flow Distribution Profiles and cash flow Templates. (Give these modules Create permission.) |
| 9 | Click OK. |
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