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general:manage_roles_users
Manage roles and users
In Security Administration, set up the necessary purchasing roles (originators, approvers, etc.). Once the purchasing roles are established, assign the roles to the appropriate users. If a component (i.e., menu item) has a subcategory that is not selected, the upper-level title is displayed in italics. For example, if Utilities has sublevels, one of which has been cleared, then Utilities is displayed in italics denoting that not everything under Utilities is selected for permission.
To avoid any system issues related to roles, be sure to keep Business and Student roles separate and ensure that Business roles do not have campuses assigned.
You can generate the Security Administration > Reports > List of Users by Permission report to review user details such as the last login date and then modify as needed.
Security Administration > Manage Roles
Review the suggested minimum access for Purchasing originators and approvers.
Use the Security Administration > Manage Users page to assign the appropriate roles to the appropriate users.
general/manage_roles_users.txt · Last modified: 2022/08/16 18:22 by emoreno