Managing User Permissions on a Funding Source

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Managing User Permissions on a Funding Source

In addition to mapping global permissions, you can map users and user groups to permission roles for individual funding sources. Managing user permissions by funding source offers high specificity when managing access to your financials.

Managing permissions this way only grants permissions for the funding source you are currently editing. If you want a user or group to have permissions that apply across your organization, you can use global permissions mapping. For more information, see Global Permissions User Mapping.

To manage user permissions on a single funding source:

  1. Navigate to Financials > All Funding Sources.
  2. Click the funding source you would like to edit.
  3. Select the Users tab.
  4. Click Manage User Permissions.
  5. Select users and user groups to add to the available permission roles. For more information about permission roles and permission types, see How do Permissions Work in Kion?
  6. Click Save.

ManageFundingSourcePermissions.png

Tracking User Permissions

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 view user permission origins:

  1. Navigate to Financials > All Funding Sources.
  2. Click the funding source you would like to view.
  3. Select the Permissions tab.
  4. Select a user, permission, and role to see the permission's origin. You can alternatively click the By Permission tab to select a permission, user, and role to see its origin.

FundingSourcePermissionsExplorer.png

 

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