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general:setup_user_profiles

Set up user profiles

District Administration > Maintenance > User Profiles > Accounts

Establish user profiles and assign the accounts to be used in Purchasing.

District Admin User Profile Accounts Tab

❏ Retrieve a user or click Add User to add a user.

❏ Enter the accounts to which the user can access. Once the account codes/masks are entered, click Validation Report to display a detailed listing of all accessible accounts.

❏ Select PUR (Purchasing) to indicate that the user has permission to use the account in Purchasing.

❏ Click Save.

Note: You can use the Dup from Existing feature to duplicate another user's profile. This feature copies the accounts, applications, and various settings for the selected user.

general/setup_user_profiles.txt · Last modified: 2020/11/20 14:25 by emoreno