Finance - Tools
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      User Authorization in Finance Portal

      Within our Finance Portal, you are able to restrict what type of access a user has when logging into the portal.

      Please use the following steps to update, change or remove access.

      TYPE OF USER AUTHORIZATION/ACCESS

      Read: Has ability to read but cannot edit or change any of the data

      Write: Has the ability to view and edit/change the data

      None: Cannot access this area within the portal at all

      TO ACCESS USER AUTHORIZATION

      1. Tools - User Authorization

      2. Select the Role and Role Level you would like to update/change access for

      3. Update to Read/Write/None for each area, or if you would like for the user to have access to some subareas but not others - expand the section and update there

         

      4. When Setting up your users in the front end, ensure to list them at the correct user level and this will provide them with the correct access