Manage Users and User Groups on a Funding Source

Follow

You can map users and user groups to a permission role for a specific funding source from its Manage User Permissions dialog box. This allows you to assign users permissions for that funding source, including managing and browsing funding sources and enforcements.

Note: the Manage User Permissions screen only grants users and groups permissions for the object you are currently editing (i.e., for the selected funding source). If you want a user or group to have permissions that apply across all of cloudtamer.io's objects, you'll need to change the Global Permissions User Mapping.

To access the Manage User Permissions menu:

  1. In the left navigation menu, click Financials > All Funding Sources.
  2. Click on the ellipsis menu on the funding source's card and select Manage User Permissions.
  3. Use the Users and Groups drop-downs to select and deselect the users and groups to manage and browse this funding source. For more information about what these permissions grant, see the Permissions article.
  4. Click Save.

ManageFundingSourcePermissions.png

The Manage User Permissions screen allows you to change the user and user groups assigned to each role for this funding source. To change the permissions for a role, you can see the Edit a Permission Scheme article. The permission scheme you see here is the one that was set for the funding source; to set a different permission scheme for this funding source, see the Edit a Funding Source article.

Users can be granted permissions at various origin points. You can learn where each user was granted their permissions using the permissions explorer, which allows you to view origins by user or by permission. To do this, click on the funding source's name in the list and click the Permissions tab. Then select a user, permission, and role to see the permission's origin. You can also click the By Permission tab to select a permission, user, and role to see its origin.

FundingSourcePermissionsExplorer.png

Was this article helpful?
0 out of 0 found this helpful