Defining an approval level for a group in User Administration

The Action & Application Access tab of User Administration displays information about authorization levels for both user groups and specific users. You can define approval levels at both the group and user levels. Higher numeric values indicate a higher level of authorization.

If approval authorization levels are assigned at the group level, all users in that group have the same approval level.

Important: Defining an approval level for a user overrides the user’s group approval level. For example, if you assign an approval level of 7 to a user who is part of a group with an approval level of 5, the user’s new approval level is 7.

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Administration > User Administration.
   The User Administration screen appears.

3. In the menu pane on the left, select Manage Groups ().

   Click here for field descriptions.

   

   Fields on the Manage Users view of the User Administration screen

   #	Field	Description	Notes
   1	Database	Select a database to view groups associated with the selected database.
   2	Filter groups	Filter the User Group list to display only groups with users or groups without users.	Default: Groups with users.
   3	Search groups	Type your search criteria in the field. The table automatically updates to meet the search criteria.
   4	User Group controls	Add, clone, or delete a group. Add Group ()—Create a new group. Clone Group ()—Create a new group by making a copy of an existing group. Delete Group ()—Delete the selected group.
   5	User Group list	Displays all existing user groups. Select a group to view details in the tabs.
   6	/  Expand / Collapse	Expand or collapse the User Groups pane.
   7	Selected group	Displays the name of the selected user group. From the drop-down list, you can select a different user group to view details.
   8	/  Previous / Next	View details for the previous () or next () user group in the list.
   9	Tabs	Navigate the tabs to view or edit details for the selected group. Group Details Action & Application Access Data Permissions Authorization Levels Labor Structure Permissions Budget Lines Access Rights	The available tabs depend on which view you are using.

4. From the User Group list, select a group for which to set authorization levels.
   Details for the selected group appear in the right pane.

5. Select the Authorization Levels tab.

   Click here for field descriptions.

   

   The image above shows the Authorization Levels tab for the Manage Users view. 

   Fields on the Authorization Levels tab of User Administration

   Field	Description	Notes
   Controls
   Select a property	From the drop-down menu, select the database and property with which this user or group is associated.	The default property is the property associated with the default database for the selected user or group.
   Search	Enter a permission in the field. The table automatically updates to meet the search criteria.
   Table
   Authorization level type	Organized by database (  ) and property (  ), this tree menu displays the authorization level. A group icon (  ) appears next to permissions that were inherited from the group.	Read-only.
   Inherited Group Level Value	The inherited approval level value for the user group to which the selected user belongs.	Read-only. This column appears only if you are working with users in the Manage Users (  ) view.
   Override	Select the check box to override the group-level authorization value.	This column appears only if you are working with users in the Manage Users (  ) view.
   Level Value (0-255)	If the Override check box is not selected, this value indicates the group-level approval value for the user group. If the Override check box is selected, you enter an approval level for the selected user. This value overrides the group-level value. Setting the value to blank reverts the value back to the group-level value.	These fields are blank by default and can be edited only if the Override check box is selected.
   Earning Type Levels (  )	Opens the Existing Earning Type Levels dialog box, which lists all earning types for the parent property with an authorization level that is higher than zero. Earning types with a number less than or equal to the current Level Value can be edited by this user.	This column appears only if you are working with users in the Manage Users (  ) view.

6. If necessary, use the Select a property menu to change the property and/or the Search () field to filter the tree menu in the table. For more information, see Working with tabs in User Administration.

7. In the row of the earning type for which to define an approval level, select the Override check box.
   The Level Value (0-255) field becomes available to edit.

8. In the Level Value (0-255) field, type the approval level for the user. 
   Your updates are saved automatically. The approval level is applied to the user. If the user is part of a group, the authorization level defined at the user level overrides the level inherited from the group.