Enterprise User Management Module

Overview

User Management feature has been added for Enterprise Financials and Job Costs. This feature allows the flexibility to assign specific enterprise reports to specific users. 

Video Instructions

This Video will contain a walkthrough of the process. Enterprise User Management Module Video

Written Instructions

By default, the system administrator's profile will be the only one to have the User Management feature. 

Begin by opening enterprise from the Report Module


In the portal that opens, select "Financials Tab Navigator"



Once the enterprise module loads, locate "[M1] User Management" under the Operations Heading



This opens the user management Tab



Begin by clicking the "Load Found Set" button on the left side of the screen. 



This will pull all users from the Management System. 



Once the data has loaded, locate the user to be modified in the list and click the yellow arrow icon in the link column. 



The User content panel will open.


Verify there are PHP setting selected from the dropdown list - the user will be required to have MGMT selected.



In the panel, there are lists of reports available. Using the check marks to the left of the reports will either provide or remove access. A check mark indicates the user should see that report in their enterprise panel. 



Once finished with the desired access revisions, be sure to use the "Save" button in the upper left corner. 



Collapse the User Content window using the small gray arrow in the upper left corner. 



Copying users access can be done through the same portal, using the copy button. Open the new user to be copied to using the yellow arrow. Then use the Paste button to assign the access to the user. Click save and collapse the panel to move to the next user. 

All of the columns are searchable and sortable as they are in other areas of Enterprise. 

Assigning additional users access to the User Management Module uses the same process. Scroll down in the list until "[M1] User Management" is visible in the list and check the box. 








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