Role

A user's access to units is based on the selected Role for the units. For example, if you assign a user to a unit at the Preparer level and not the Reviewer level then, the user can access the unit only as a preparer.

 

To select user Role(s) for units:

1.Click Preparer to assign the preparer role to units.

2.Click Reviewer (Reviewer 1-6) to assign the reviewer role to units.

3.Click Save.

 

The Available Units and Assigned Units for a selected user appear on the Units page. Assign and remove units for a user to maintain the Users access to units.

To assign the Units:

1. Select the unit in Available Units.

2. Click the arrow to add the unit to Assigned Units.

3.Click Save.

 

To remove the Units:

1. Select the unit in Assigned Units.

2. Click the arrow to remove the unit.

3.Click Save.