Define custom user group entitlements

Procedure

1. From the Administration tab, in the Manage section, select User Group. The Manage User Group page appears.

2. From the list of user groups, click the Name of the group to define entitlements. The Edit User Group page appears.

3. In the User Group Information section, make any necessary update to the user group information.

   User Group Name

   This name is displayed for the group on the Manage User Groups page as well as the Create, View and Edit User pages. Use a name that most closely identifies the attributes and entitlements.

   Description

   This description is displayed along with the user group name. Enter descriptive information to make it easy to distinguish this group from other groups.

4. In the Access Level section, make any necessary updates to the user group access level.

   Security Level

   Either or both of these options:

   • System administrator – Grants Company System Administrator (CSA) privileges
   • Manage confidential batches – Enables permission to handle confidential data input batches
     Note: The availability of this check box is based on your company's configuration. If it is not displayed, this feature is not applicable to your company.

   Approvals

   Determines whether user assigned to this group has approval privileges.

   If Set approval privileges is selected, approval access is granted. Once granted, the specific features for which approvals are enabled must be defined.

   Select Set Approvals to select specific approval privileges.

   Note: This option does not affect approvals that may be required for user maintenance tasks

   Confidential EFD Access

   Determines whether access is granted to the user group for confidential file types. If access is granted, the specific file types for which access is permitted must be defined.

   Select Set Access to select the individual files type.

   Note: Confidential EFD Access is only available if your company settings required permissions for confidential EFD access. If it is not displayed, this feature is not applicable to your company.

   Payment Limits

   Determines whether payment limits are set. Unlimited access permits users assigned to the user group to create transactions for any amount up to your company's limits.

   Select Set Custom Limits to restrict the user group's amount limits.

5. In the Account, Function and Data Service Entitlements section, for the User Entitlements option, select Custom. The Save and Continue button becomes enabled.

6. Click Save and Continue. The Entitle User Group page appears.

7. Set the account access by doing the following:

   1. From the Entitle User Group page, select Set Up Account Access. The Edit Account Access page appears.
   2. For each account, select No Access, Custom Access or Full Access.
      • If you want to set the same access level for all accounts, click Select All for the desired access level.
      • If you selected No Access or Full Access for all accounts, you can click Save and proceed to setting up functional access.
   3. If you selected Custom Access for one or more accounts, select the Customize check box next to each account with Custom Access. The Set Custom Access button becomes enabled.
      Note: The Select All button selects all accounts with the Custom Access option selected.
   4. Click Set Custom Access. The Set Custom Options appears with the List View tab displayed. Two tabs are provided so that you can make your selections using the method that works best for you.
      • The List View tab lists each account in a separate section, showing all the available functional entitlements.
      • The Spreadsheet View tab lists functions by row and accounts in columns.
   5. For each account, grant user group access by selecting the function.
   6. When you have selected all functions for all accounts, click Save.

      The Entitle User Groups page appears showing a success message.

8. Set the functional access by doing the following:

   1. From the Entitle User Groups page, click Set Up Functional Access. The Edit Functional Access page appears.
   2. Select the check box for each function you want to entitle for the user group. You can select an entire functional area, such as Information Reporting to select all functions associated with the functional area, or you can click the [+] next to a function to expand the functions for a feature and select only specific functions. For example, if you want members of the user group to have the ability to create and edit Internal Transfers, but not to delete Internal Transfers, you can select the option to Create/Edit but not the option to Delete.
      Note: Depending on your company's configuration, you may have a simplified setup page that allows you to entitle the user to either No Access View Only or View and Transact access by feature or group of features. You can select one of these functional access levels for a set of features by using the Select All buttons.
   3. Click Save.

      The Entitle User Groups page appears showing a success message.

9. Set the data service access by doing the following:

   1. From the Entitle User Group page, select Set Up Data Service Access. The Edit Data Service Access page appears.
   2. Select the check boxes for each data service to entitle for the user.

      The Entitle User Group page appears showing a success message.

10. Click Submit Group. The Manage User Groups page appears.