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general:budgetprocessing:beforeyoubegi:manage_user_profiles

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general:budgetprocessing:beforeyoubegi:manage_user_profiles [2020/11/12 14:02] – emorenogeneral:budgetprocessing:beforeyoubegi:manage_user_profiles [2020/11/17 20:59] (current) – emoreno
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-\\  Ensure that the user profiles are correctly set up for Budget use in Security Administration and District Administration. +=====Manage user profiles=====
  
-VCV Create and manage users on the [[https://tcc-help.net/txeis/securityadmin/doku.php/manageusers/createeditusers|Security Administration > Manage Users > Create/Edit User]] page. +Ensure that the user profiles are correctly set up for Budget use in Security Administration and District Administration. 
-\\ +
-{{:general:budget_process_-_manage_user_profiles.jpg|Security Administration Create Edit User Page}}+
  
-VCV Set up user profiles on the [[https://tcc-help.net/txeis/districtadmin/doku.php/maintenance/userprofiles/accounts|District Administration > Maintenance > User Profiles > Accounts]] tab.\\  +VCV Create and manage users on the [[https://help.ascendertx.com/securityadmin/doku.php/manageusers/createeditusers|Security Administration > Manage Users > Create/Edit User]] page. 
- \\  {{:general:budget_process_-_user_profile_mask_unmask_fiscal_year.jpg|District Administration User Profiles Accounts Tab}}\\ VCV Use one of the following options to update the user account codes:+\\  \\ 
 +{{:general:budget_process_-_manage_user_profiles.jpg|Security Administration Create Edit User Page}} 
 +\\  \\   
 +VCV Set up user profiles on the [[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/accounts|District Administration > Maintenance > User Profiles > Accounts]] tab.\\  
 + \\  {{:general:budget_process_-_user_profile_mask_unmask_fiscal_year.jpg|District Administration User Profiles Accounts Tab}}\\ \\   
 +VCV Use one of the following options to update the user account codes:
   * **Option 1** - It is recommended to mask (X) the **Fscl Yr** (fiscal year) field on the user profile. A masked fiscal year on the account code allows the user to access all account code fiscal years (if the user has access to the account code) and alleviates the task of updating the fiscal year each new fiscal year.   * **Option 1** - It is recommended to mask (X) the **Fscl Yr** (fiscal year) field on the user profile. A masked fiscal year on the account code allows the user to access all account code fiscal years (if the user has access to the account code) and alleviates the task of updating the fiscal year each new fiscal year.
   * **Option 2** - Depending on the LEA's restriction procedures, manually update the **Fscl Yr** (fiscal year) field for each user profile to reflect the new fiscal year. Entering a fiscal year limits access to other fiscal year data.   * **Option 2** - Depending on the LEA's restriction procedures, manually update the **Fscl Yr** (fiscal year) field for each user profile to reflect the new fiscal year. Entering a fiscal year limits access to other fiscal year data.
-  * **Option 3** - Run the [[https://tcc-help.net/txeistest/districtadmin/doku.php/utilities/massupdateuseraccountbyfund|District Administration > Utilities > Mass Update User Account by Fund]] utility to update multiple users by fund.\\ +  * **Option 3** - Run the [[https://help.ascendertx.com/districtadmin/doku.php/utilities/massupdateuseraccountbyfund|District Administration > Utilities > Mass Update User Account by Fund]] utility to update multiple users by fund.\\ 
 <div indent> <div indent>
  {{:general:budget_process_-_mass_update_user_account_by_fund.jpg|District Administration Mass Update User Account By Fund Page}}  {{:general:budget_process_-_mass_update_user_account_by_fund.jpg|District Administration Mass Update User Account By Fund Page}}
general/budgetprocessing/beforeyoubegi/manage_user_profiles.1605189732.txt.gz · Last modified: 2020/11/12 09:02 (external edit)

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