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Select the “Set User Permission” link from the “Selecting User Name” page
The “Set User Permission” page is displayed.
The system displays the following fields.
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Date Format |
The date format applicable to the login user. |
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Reimbursement Setup Unit |
The name of the organization unit you entered in the previous page |
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User Name |
The name of the user you selected in the previous page, for whom permission must be set. |
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Role |
The role of the user that was defined during deployment. |
Indicate whether the user’s permission must be set for a reimbursement item or a reimbursement group, from the “Option” drop-down list box.
Select the “Get“ pushbutton.
The multiline retrieves the Reimbursement item details or group details, depending on your choice in the “Option“ drop-down list box.
Ensure that the user-role you selected in the previous page has permission to the activities where reimbursement groups are retrieved
Select “Group”, from the “Option” drop-down list box
Select the “Get” pushbutton
The multiline displays the following details of the reimbursement groups for which permissions are set for the user role already
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Group Code |
The code of each group for which the user is given permission. |
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Group Description |
The description of the group |
Select the Zoom checkbox, to view the all the fields in the multiline in a vertical format.
Select “Yes” from the “Map (Yes/No)” drop-down list box in the multiline, to indicate that permission must be set for the reimbursement group
Enter the following
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From Date |
The date from which the permission for the user is applicable |
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To Date |
The date until which the permission for the user is applicable |
Select the “Save“ pushbutton, to set the permission for the selected user.
Select “Group”, from the “Option” drop-down list box.
Select the role for which permission to the reimbursement group or item must be set, from the “Role” drop-down list box
Select the “Get” pushbutton. The system displays all the reimbursement groups under the organization unit.
To revoke an existing permission, enter the date in the “To Date” field. If you enter the current date, the user’s permission is revoked with effect from the same day.
Select “No” in the “Map” drop-down list box, to delete the user
Select the “Save” pushbutton
Select “Item”, from the “Option” drop-down list box.
Select the “Get” pushbutton. The multiline displays all the reimbursement items. If an item belongs to a group, the group is also displayed in the multiline
Enter the start date for which permission is applicable for each user, in the “From Date” field.
Note: You can leave the permission open-ended, by not entering the end date
To revoke an existing permission, edit the “To Date” field.
To delete a user, select “Yes” in the “Map (Yes/No)” drop-down list box.
Select the “Save” pushbutton.
6 Hyperlinked topics below
Use this page to define all the reimbursement items or groups that a specific user and role can access.
To provide permission for a reimbursement group
To revoke user permission for reimbursement groups
To provide and revoke user permissions for a reimbursement item