Defining a user class

A user class enables you to define users who have access to specific budgets. All users can inquire on budget information, but only those users that you define in the user class can modify budget data. This optional procedure describes how to define a user class.

Note: You cannot create a budget user class that is identical to a user class defined in the Report Writer application.
  1. Access Budget User Class (FB01.1).
  2. Use this form to identify users who have access to modify specific budgets. Use these guidelines to specify the field values:
    User Class

    Select a user class that you will use to define users.

    User

    Specify the user identification for those whom you want to have access to a specific budget.

    Note: For example, identify users by their Budgeting system login identification. All users in this user class will have access to the budget.
  3. To define a new user class name and description, click New Class to open Define User Class (FB01.2).
  4. Select a name that identifies the user class and specify a description of the user class.
    Note: To assign a user class to budgets, select Lock (FB20.5) on Define Budget (FB20.2).

    See Defining budget header information.

Related reports and inquiries

To Use
List all user classes defined on Budget User Class (FB01.1). This list includes each user defined in the user class. User Class Listing (FB201)
Related topics