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