Grant permission to a commitment funding sheet
The user who creates the commitment funding sheet automatically becomes the owner and has full permissions to modify the sheet and enter data. If other users will need to view or edit the sheet, the owner will need to give them permission.
To grant a user or group commitment funding sheet permissions
- On the Commitment Funding Sheet log, select a sheet.
- Click the Permissions button. The Edit Permission window opens.
The upper pane of the window displays any users or groups who have already been granted permission to the sheet.
- To add users or groups who are not listed, click the Add button. The User/Group Picker opens.
- Select one or more users and/or groups, and click OK.
- In the upper pane of the Edit Permission window, select one or more users or groups.
- Select the permission level for the selection:
- Modify Permission: This will allow user to modify record level permissions
- Edit: This will allow user to modify data on the sheet
- View: This will allow user to view the sheet
- Click OK.
- Repeat if you have more users or groups to add, or that you need to assign different permission levels.
- To remove permissions from a listed user or group, select user/group and either modify the permission levels to a lower level, or click the Remove button to remove all sheet-level permissions.