Assigning accounting entities, roles, and locations to a user

The standard roles of the application are created automatically by the installation procedure.

To assign accounting entities and roles to a user:

  1. Select Administrative Functions > Security Administration. Sign in to the Security Administration with the user usersadmin and password autoconnect.
  2. Select Security > Security > Users.
  3. Select the user whose information to change.
  4. Click Edit.
  5. Specify this information:
    Accounting Entities

    Specify one or more accounting entities to which to assign the user. To select multiple entities, press and hold Shift or Ctrl as you select the entries.

    Default Entity
    Specify a default accounting entity as the primary entity for the user.
    Roles

    Specify one or more roles to assign to the user. To select multiple roles, press and hold Shift or Ctrl as you select the entries.

    Default Role
    Select a default role as the primary role for the user.
    Locations

    Specify one or more locations to assign to the user. To select multiple locations, press and hold Shift or Ctrl as you select the entries.

    Default Location
    Select a default location as the primary location for the user.
  6. To save the information, click Submit.