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Treasury: Creating, Editing or Copying a User Role
In the
Commercial
tab, click
User Roles
.
1.
Click the
icon next to an existing user role or click the
Create Role
button and follow the steps on page 21 to create a new user role.
2.
Click the Features tab.
3.
Enable a feature by clicking on a specific right. Dark boxes with a check mark
indicate that the feature is active.
4.
Disable a feature by clicking on it to make the box white.
5.
Click
Save
when you are finished making changes.
Establishing Rights to Access Features
When assigning user rights, the Features tab lets you control who can edit
templates or manage users, subsidiaries or recipients. Depending on their User
Policy or job roles, some users may have different responsibilities than others.
11 12 13 14 15 16 1
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11b 12b 13b 14b 15b 16b 1
1d 2d 3d 4d 5d 6d 7
K L M N O P
U V W X Y Z
A B C D E F
A1 B1 C1 D1 E1 F1
A2 B2 C2 D2 E2 F2 G
A3 B3 C3 D3 E3 F3
10
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10c
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10d
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1d 2d 3d 4d 5d 6d 7d 8d 9d
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K L M N O P Q R S T
U V W X Y Z
A B C D E F G H I
J1
A1 B1 C1 D1 E1 F1 G1 H1 I1
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
J3
A3 B3 C3 D3 E3 F3 G3 H3 I3
Note
: If Manage Users right is assigned to a user, they can change
their own rights. Be sure to limit which users have this feature.
10
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10d
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J
K L M N O P Q R S T
U V W X Y Z
A B C D E F G H I
J1
A1 B1 C1 D1 E1 F1 G1 H1 I1
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
J3
A3 B3 C3 D3 E3 F3 G3 H3 I3
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K L M N O P Q
U V W X Y Z
A B C D E F G
A1 B1 C1 D1 E1 F1 G1
A2 B2 C2 D2 E2 F2 G2
A3 B3 C3 D3 E3 F3 G3
10
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10a
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10b
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10d
1 a 12a 13a 14a 15a 16a 17a 18a 19a 20a
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J
K L M N O P Q R S T
U V W X Y Z
A B C D E F G H I
J1
A1 B1 C1 D1 E1 F1 G1 H1 I1
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
J3
A3 B3 C3 D3 E3 F3 G3 H3 I3