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general:budgetprocessing:beforeyoubegi:manage_user_profiles

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general:budgetprocessing:beforeyoubegi:manage_user_profiles [2018/07/24 18:20] – external edit 127.0.0.1general:budgetprocessing:beforeyoubegi:manage_user_profiles [2020/11/17 20:59] (current) – emoreno
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 +=====Manage user profiles=====
 +
 Ensure that the user profiles are correctly set up for Budget use in Security Administration and District Administration.  Ensure that the user profiles are correctly set up for Budget use in Security Administration and District Administration. 
  
-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.\\  ++++Image|{{:general:budgetprocessing:security_admin_budget.jpg|Security Administration Create Edit User Page}}++++ +VCV Create and manage users on the [[https://help.ascendertx.com/securityadmin/doku.php/manageusers/createeditusers|Security Administration > Manage Users > 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.\\  +{{:general:budget_process_-_manage_user_profiles.jpg|Security Administration Create Edit User Page}} 
- \\  ++++Image|{{:general:budgetprocessing:user_profiles.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.+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 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.\\  ++Image|{{:general:budgetprocessing:mass_update_user_account_by_fund_utility.jpg|District Administration Mass Update User Account By Fund Page}}++ +  * **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.\\  
-    * Under **Options**, select **Budget**. +<div indent> 
-    * Use the arrow buttons to move the fund/year accounts to be mass updated from the left side to the right side of the page. + {{:general:budget_process_-_mass_update_user_account_by_fund.jpg|District Administration Mass Update User Account By Fund Page}} 
-    * Click **Execute**. A message is displayed indicating that the mass update was successfully completed.+</div> 
 + 
 +VCV Under **Options**, select **Budget**. 
 + 
 +VCV Use the arrow buttons to move the fund/year accounts to be mass updated from the left side to the right side of the page. 
 + 
 +VCV Click **Execute**. A message is displayed indicating that the mass update was successfully completed.
  
  
general/budgetprocessing/beforeyoubegi/manage_user_profiles.1532456404.txt.gz · Last modified: 2018/07/24 13:20 (external edit)

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