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Commercial

Assign User Rights

Once you have created a user, you can assign rights. The

Overview

tab tells you the

rights and approval limits the user has for each type of transaction. The

Features

tab

lists the features assigned to the user. The

Accounts

tab lists the accounts the user

currently has access to.

Approvers must have

“ViewAll Transactions”

View rights enabled.

To Assign User Rights:

Click on the

Users

tab in the

Commercial

menu.

1.

Click on the user

you want to assign rights to.

2.

Details of the user will appear. Click the

Assign Rights

button.

3.

Under the

Overview

tab, you can view transaction types and indicate whether

you want this user to have the ability to:

Draft, Approve, Cancel,

or

View

the

transaction. Simply click on the check mark to disable the rights.

-

User View

= can view own activity only

-

View All Transactions

= can view activity by all users

-

Cannot View

= cannot view activity by any user

You can set limits on the number and dollar amount of transactions a user can

approve. Click on the

Transaction Type

name link to update user limits.