How do grant user rights to submit or review online budgets?

System Management - User Rights

Add the users who will submit or review budgets to Setup/Modify User Rights in System Management. You cannot add the user to the General Ledger application until the user has been added to System Management. Updating the user rights will give the user access to Connect Online to review online budgets, submit online budgets, and receive email and notifications from Connect Online.

Contents

Grant user access to Connect Online (System Management)

Grant user access to Connect Online (System Management)

1. Open Connect System Management > Security > Setup/Modify User Rights.

2. Click New (CTRL+N).

3. Add the user and give the user rights to submit and review budgets in Connect Online.

Setup/Modify User Rights

User ID, Name, and Password

Give the submitter/reviewer a user ID, name, and password.

Activate user

Select this checkbox.

Groups

Assign the submitter/reviewer to the group that will submit or review online budgets.

Departments

Assign the submitter/reviewer to the department that will submit or review online budgets.

Notifications email and mobile number

Set up notifications if the submitter/reviewer wants to receive notifications for budget submission, approval, denial, or requests for more information. To set up Connect Online to allow email and notifications, see How do I set up online notifications?

Connect Online rights

Give the submitter/reviewer access to General Ledger Budget Submission. This option is located on the Connect Online tab.

Explicitly allow access to Connect Online Budget Submission

4. Click Save (CTRL+S).

202105, 2021Jun28