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Trace: • Copy level - Budget level processing • Post the simulation • Update tables • Set up user profiles • Verify the budget reinitialization results
general:setup_user_profiles

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general:setup_user_profiles [2018/08/29 16:23] – emorenogeneral:setup_user_profiles [2020/11/20 14:25] (current) – emoreno
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-<div head3> Set up User Profiles </div>+=====Set up user profiles=====
  
-In District Administration, use the following Maintenance pages to set up the user profiles for purchasing users. +[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/accounts|District Administration > Maintenance > User Profiles > Accounts]]
  
-[[https://tcc-help.net/txeis/districtadmin/doku.php/maintenance/userprofiles/accounts|District Administration > Maintenance > User Profiles > Accounts]]+Establish user profiles and assign the accounts to be used in Purchasing.  
 +  
 +{{:general:purchasing_options_permissions_-_da_user_profiles_accounts.jpg|District Admin User Profile Accounts Tab}}
  
-++++Image|{{:general:quickview:district_admin_user_profile_accounts_tab.jpg|District Admin User Profile Accounts Tab}}+++++VCV Retrieve a user or click **Add User** to add a user. 
  
-Retrieve a user or click **Add** user to add a user. +VCV 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. 
  
-Assign the accounts to which the user can access. +VCV Select **PUR** (Purchasing) to indicate that the user has permission to use the account in Purchasing. 
  
-Select **PUR** (Purchasing) to indicate that the user has permission to use the account in Purchasing.  +VCV Click **Save**. 
- +
-Click **Save**. +
  
 <WRAP Box> <WRAP Box>
 **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. **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.
 </WRAP> </WRAP>
general/setup_user_profiles.1535559832.txt.gz · Last modified: 2018/08/29 11:23 (external edit)

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