Map Users to Companies Article
Print, Export to Excel, Print to PDF, Auto-size Columns, Filter, Expand/Reduce Column Width, and Select/Deselect All functionalities are available.
The following Right-Click Menu and Short-Cut Keys are available:
1. From the drop down menu search for the Company DB that you wish to give the user permission to access. Include other search criteria as needed and click "Search".
Once the search is complete Company Tag1 - 5 as highlighted in yellow become available as additional search fields. Please contact Dynamic Budgets before making any changes to these sensitive Company Tag fields which are defined in Bulk Company Management.
2. To give the user access to a CompanyDB check the "ACCESS" box. Please note the name of the CompanyDB is listed in the CompanyDB column;
3. To give a user access to the "AUTOSYNC" function for the CompanyDB check this box. Please see AutoSynch and Synch OrgUnit Permissions for a full explanation of this functionality.
The "ACCESS" box needs to be checked in order for the "AUTOSYNC" functionality to be turned on for a CompanyDB.
4. To save, click "Save User Companies".
5. A new user can be created on this screen. To do so click the
button and the following screen will appear:
6. a. Enter the new UserID. Please note spaces should not be used in the name;
b. Check the Windows Account box if using Windows security to log-in. This will automatically complete d. below. Please note that the UserID needs to be the same as the User's Window's UserID and must include the path.
c. From the drop down menu select the appropriate Role for the user. The default is Application User. Please see What Can the Different Roles Do To Set Security and What Menus Can Each Role See? for information about roles.
d. Enter the Dynamic Budgets User password;
e. Enter First Name;
f. Enter Last Name;
g Enter Email address; and
h. Click "Create New User". The screen will refresh as below with the new user and ACCESS and AUTOSYNC can be provided to the new user as needed.
Related Articles
Map Users to Companies Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step By Step Tutorial-Assign User Permissions * Knowledge Base Page Link-Assign User Permissions * Step By Step ...Import Active Directory Users Article
Users can access Dynamic Budgets with their Windows User ID and password. The best way to do so is to import the Windows User ID/s and password/s into Dynamic Budgets from the Windows Active Directory using this screen. But before any import can ...Import Custom Users Article
When a group of employees are to be assigned the same or very similar security settings it can be efficient to setup a template User and clone/duplicate the template to these employees. This screen is a tool to clone/duplicate a template to ...What Options Are There To Setup New Users? Article
Users can be setup in the following ways: A. The Microsoft Windows Corporate Directory stores User IDs and passwords. Dynamic Budgets can import in this Directory and use it for log-in purposes. The advantage is that users have a single User ID and ...How Do I Prevent Users from Drilling Down on Accounts? Article
This functionality can be used to: A) from a security viewpoint prevent Users from Drilling Down on Account detail; and B) prevent accidental Drill Down on high volume accounts which can result in system slowdown. 1) Search for the Object for which ...