System setup: User details

Here you can edit user details and control which areas of Arbor Finance they are permitted to access. You can also see at a glance, which users are logged into the system via the green and grey people icon.

On the System menu, you can access user management via the User details tab of the System setup. 

 

How access is managed in Arbor Finance

User access to Arbor Finance is controlled at two levels:

• You can control access to broad Arbor Finance areas: Records, Transactions, Reporting, Other and BACS. If a user has not been given access to one of these areas, they have no access to screens in that area, and the corresponding menu options are disabled or not displayed.
• Within an Arbor Finance area, you can control access to each component feature. For example, under Records you can independently control this user's access to Income sources / Suppliers, Income / Expenditure analysis, Budget accounts, Suppliers catalogue and VAT.

For the component features in most areas, a user can be given either no access (None), read-only access (View only) or read/write access (Full).

For the component features in the Transactions area, users can be given either no access (None), read/write access to submit transactions in a batch (Batching), or full read/write access (Full).  The Batching option may be suitable for data entry staff, or for department heads allowed to enter their own purchase orders - they can submit transactions for batching, but not post or update the batches. 

To edit user access rights

1. Select the User details tab of the System screen.

2. From the Users area, select the user you want to edit.

3. Click Edit.

4. Select the required Status and Permission types from the drop-downs. When the Permission type is changes, the radio buttons are re-populated accordingly. There are also 'None', 'View only', 'Batching only' and 'Full' column headers that will re-populate the radio buttons when clicked.

5. Enter the Initials for the audit log and email if they are to be an approver (this will send notifications to the user when an approval is ready for approving)

6. Ensure that any area checkboxes (Records, Transactions, Reporting, Other and BACS) which are needed for this user are ticked.

   If this user should not have access to one or more areas, ensure the corresponding boxes are not ticked.

7. If the Records checkbox is ticked for this user, then for each component feature (e.g. Budget records) use the radio buttons to select the required level of access (None, View only or Full). 

8. If the Transactions checkbox is ticked for this user, then for each component feature (e.g. Budgets) use the radio buttons to select the required level of access (None, Batching only or Full). 

9. Repeat step 6 for the Reporting, System manager, Other and BACS areas, as required. 

10. When you have finished, click Save.

The person icon   indicates if a user is logged on or off. A person in green indicates they are logged in. An outline of a person indicates they are logged off.