Users (Budget)

Import and assign budget Roles & Permissions and Portfolios to users within the current budget.

Article contents:

• Import Users
• Update Users
• Assign Portfolio(s)

Import Users

1. Click the "Import Users" button on the pane 1 toolbar or right-click select from the menu; the "Import Users Wizard" window appears.
2. Source Budget: Budget from which to import users
3. Available Users > >> << < Selected Users 
   • "Available" are users that are available but not assigned to the current budget.
   • "Selected" are the users to import into current budget.
4. Click "Import."

Update Users

1. Click the "Update Users" button on the pane 1 toolbar or right-click select from the menu; the "Update Users Wizard" appears.
2. Available Users > >> << < Selected Users
3. Role: Roles & Permissions of Type = Budget. Check if updating user budget roles.
4. Status: Check if updating user statuses.
   • Disabled - Access to the budget is denied.
   • Full Access - Access to all aspects of the application assigned.
   • Reports Only - Access only to the Reports section.
   • rSquared - Designation for rSquared personnel
5. Click "Apply."

Assign Portfolio(s)

1. Select the User.
2. Click the "Attach Portfolio" button on the pane 2 toolbar or right-click select from the menu; the "Attach Portfolio Wizard" window appears:
3. Available Portfolios > >> << < Assigned Portfolios - Move over by double clicking or highlighting and using the arrows.
4. Click "Save."