Updating Permissions for Integration Users

To update the permissions for an integration user:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click User Administration > Integration Users.
  3. Double-click the name of the applicable user to open the Update User window.
  4. Click Permissions to expand the form.
  5. Set the integration user permission for the applicable areas:
    • Administration
    • Business Process
    • Document Manager
    • Reporting
    • Legacy
    • Cost
    • Fund
    • ScheduleSheet
    • Activity Manager
    • ExchangeRates
    • Space Manager
  6. Click Done.


Last Published Tuesday, December 12, 2023