Configuring ECM Privileges and Permissions

1. Select the Enterprise level, click Configuration, and then click Roles.
2. Select the role type (for example, administrator, manager or server), and then click the EMC Modules tab.
3. In the Cash Management section, select the appropriate Cash Management operation permissions for the user role. You can grant permissions for the following actions:

   • View: Open and view a Cash Management module. If you allow a user to Edit, Add, or Delete, you must also grant View access (otherwise the user cannot open the module).

   • Edit: Update fields or records within a module.

   • Add: Add records to a module. You cannot add records to the Cash Management Class Behavior module.

   • Delete: Delete records from a module. You cannot delete records from the Cash Management Class Behavior module.

   • Add Override: Override records in a module. You cannot override records in the Cash Management Classes module.

4. Click the Operations tab, and then click the Cash Management subtab.
5. Select the appropriate options for the privileges. The following table summarizes the privileges associated with ECM functionality and the recommended roles to have the privilege set.

   Table 53-1 ECM Privileges

   Section	Option Number	Privilege Name	Allow the Employee to Perform or Authorize...	Recommended Role(s)
   General Operations	249	Change Count Sheet	Changing the count sheet that the receptacle session uses	Manager
   General Operations	250	Pull Cash	A cash pull	Cashier, Manager
   General Operations	258	Threshold Level Exception	A Cash Pull Threshold Exception (bypass the threshold notification) when prompted and permitted	Manager
   General Operations	260	View Receptacle Session Status	Viewing of summary information for all active receptacle sessions	Manager
   General Operations	267	Update Balance on Count	Updating the balance on a count when the amount is outside the count threshold values	Manager
   General Operations	301	View Cash Management Dashboard	Viewing the Cash Management Dashboard page	Manager
   General Operations	302	View Cash Management Dashboard Detail	Viewing the till and server bank detail from the Cash Management Dashboard page	Manager
   Till Operations	201	Assign Till to Cash Drawer	Assignment of a till to a cash drawer on a workstation	Manager
   Till Operations	202	Unassign Till from Cash Drawer	Unassignment of a till to a cash drawer on a workstation	Manager
   Till Operations	203	Assign User to Till	Perform or authorize the assignment of an employee to an active till session	Manager
   Till Operations	204	Unassign User from Till	Unassignment of an employee to an active till session	Manager
   Till Operations	205	Count Till	Counting of a till session	Cash Handler
   Till Operations	206	Adjust Till Count	Adjustment of the last count for a till session	Manager
   Till Operations	207	Paid-In/Paid-Out	Posting of an ECM paid-in or paid-out on a till session Workstation operators can perform standard paid-in and paid-out transactions based on Tender/Media configuration.	Manager
   Till Operations	209	Transfer Funds	Transfer of items from a till session to another cash receptacle session	Cashier, Manager
   Till Operations	210	Deposit Funds	Deposit of cash from a till session to a bank deposit session	Cash Handler
   Till Operations	212	Close Till	Closing of a till session	Cash Handler
   Till Operations	213	Reopen Till	Reopening of a till session	Manager
   Till Operations	251	Quick Start Till	Opening of a till session and assignment of the current operator to a workstation cash drawer	Cash Handler
   Till Operations	259	Adjust Till Starting Amount	Adjustment of the till starting amount	Manager
   Server Bank Operations	241	Start Server Bank	Opening of a new server bank session	Manager
   Server Bank Operations	242	Count Server Bank	Counting of a server bank session	Manager
   Server Bank Operations	243	Adjust Server Bank Count	Adjustment of the last count for a server bank session	Manager
   Server Bank Operations	244	Paid-In/Paid-Out	Posting of an ECM paid-in or paid-out on a server bank session Workstation operators can perform standard paid-in and paid-out transactions based on Tender/Media configuration.	Manager
   Server Bank Operations	245	Transfer Funds	Transferring of funds from a server bank session to another cash receptacle session	Manager
   Server Bank Operations	246	Deposit Funds	Deposit of cash from a server bank session to a bank deposit session	Manager
   Server Bank Operations	247	Close Server Bank	Closing of a server bank session	Manager
   Server Bank Operations	248	Reopen Server Bank	Reopening a closed server bank	Manager
   Server Bank Operations	265	Adjust Server Bank Starting Amount	Adjustment of the server bank session starting amount	Manager
   Server Bank Operations	269	Consolidate Server Banks	Consolidating two server bank sessions	Manager
   Safe Operations	214	Open Safe	Opening of a new safe session	Manager
   Safe Operations	215	Count Safe	Counting of a safe session	Manager
   Safe Operations	216	Adjust Safe Count	Adjustment of the last count for a safe session	Manager
   Safe Operations	217	Paid-In/Paid-Out	Posting of an ECM paid-in or paid-out on a safe session Workstation operators can perform standard paid-in and paid-out transactions based on Tender/Media configuration.	Manager
   Safe Operations	218	Transfer Funds	Transferring of funds from a safe session to another cash receptacle session	Manager
   Safe Operations	219	Deposit Funds	Deposit of cash from a safe session to a bank deposit session	Manager
   Safe Operations	220	Close Safe	Closing of a safe session	Manager
   Safe Operations	261	Add Funds to Safe	Adding new funds into ECM through a safe receptacle	Manager
   Safe Operations	262	Remove Funds from Safe	Removing funds from ECM through a safe receptacle	Manager
   Petty Cash Operations	222	Open Petty Cash	Opening of a new petty cash session	Manager
   Petty Cash Operations	223	Count Petty Cash	Counting of a petty cash session	Manager
   Petty Cash Operations	224	Adjust Petty Cash Count	Adjustment of the last petty cash session count	Manager
   Petty Cash Operations	225	Paid-In/Paid-Out	Posting of an ECM paid-in or paid-out on a petty cash session Workstation operators can perform standard paid-in and paid-out transactions based on Tender/Media configuration.	Manager
   Petty Cash Operations	226	Transfer Funds	Transferring of funds from a petty cash session to another cash receptacle session	Manager
   Petty Cash Operations	227	Deposit Funds	Deposit of cash from a petty cash session to a bank deposit session	Manager
   Petty Cash Operations	228	Close Petty Cash	Closing of a petty cash session	Manager
   Bank Deposit Operations	233	Create a Bank Deposit	Opening of a new bank deposit session	Manager
   Bank Deposit Operations	234	Transfer Funds	Transferring of funds from a bank deposit to another cash receptacle session	Manager
   Bank Deposit Operations	237	Adjust Cash Deposit	Adjustment of a cash deposit amount in a bank deposit session	Manager
   Bank Deposit Operations	239	Reconcile Bank Deposit	Reconciliation of a bank deposit session	Manager
   Bank Deposit Operations	264	Adjust Bank Deposit Reference	Adjustment of a reference on a bank deposit session	Manager
   Change Order Operations	230	Create Change Order	Creation of a new Change Order request from a safe session	Manager
   Change Order Operations	232	Reconcile Change Order	Reconciliation of a Change Order	Manager
   Change Order Operations	252	Submit Change Order	Submission of a new Change Order request from a safe session	Manager
   Change Order Operations	268	Save / Recall Change Order	Saving or recalling a Change Order	Manager

6. Click Save.