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:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Access Control.
  3. On the right pane, expand Administration Mode Access, expand Standards & Libraries, expand Cash Flow, and select Data Sources.
  4. In the Module Permission Settings window, select Add. The Permission/Access Control window opens.
  5. Select Add Users/Groups. The User/Group Picker opens.
  6. Select the user(s) to whom you want to give configuration permission, select Add, and then select OK.

    The system adds the name(s) to the Permission/Access Control window.

  7. Under Permission Settings, select Modify and View, and select OK. The system 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. Select OK.

Last Published Monday, October 13, 2025