Grant Yourself Permissions to Configure Cash Flow
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.
- Open the User Administration grouping node and 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.
The system adds the name(s) to the Permission/Access Control window.
- Under Permission Settings, select Modify and View and click OK. The system 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.
Last Published Monday, August 28, 2023