Skip to main content

Budget User and Role Management Permissions

The Budget User and Role Management role is for administrators responsible for managing budget users and roles.

Budget Roles

The permissions determine how administrators work with roles in the Budget module.

Permission

Users with this permission can. . .

Can view roles

Review all available roles in Web Budget Management including a description of the role, the module associated with the role, and the number of active users associated with the role.

Note

Turning on other Asset Management Role permissions (with the exception of "Can add and remove user role assignments") will automatically grant the "Can view roles" permission.

Can edit non-default roles names and descriptions

Update role names and descriptions as they want them to appear to other users. This lets them customize role names to be consistent with departments and positions at your school. They can also make descriptions more detailed to clarify the differences between roles with similar privileges.

Can create roles

Create new roles with varying permissions based on existing budget role templates. This lets them create roles appropriate for users needing limited access or users who may need fuller access to additional information. As many roles with varying permissions as needed can be created.

Can copy roles

Create and customize new roles with varying permissions based on existing budget roles. Manage user privileges by creating as many budget roles with varying permissions as needed.

Can add and remove user role assignments

Assign and remove users to and from Web Budget Management-related roles. Users can be assigned to multiple roles to control their access to Web budget information and the tasks they can perform. 

Can change role permissions

Add and remove access to features and information throughout Web Budget Management. Customize roles to fit the needs of each budget user group. Restrict and grant privileges for all budget users associated with a role as opposed to individually.

Can change what the role can access

These permissions determine how administrators work with users that will interact with the Budget Management module. Grant or revoke access to information according to their specific needs.

Can delete non-default roles

Remove customized budget-related roles that are no longer needed. Roles can only be deleted when all users assigned to it have been reassigned to another role. Manage roles and remove unneeded ones to eliminate confusion.

Note

Deleting a role won’t delete the role template. It is still available when creating new roles.

Budget Users

These permissions determine how administrators work with users that will interact with the Budget module.

Permission

Users in this role can. . .

Can view system users

See users associated with roles in the Budget Management module.

Can add and remove user role assignments

Manage the roles associated with users in the Budget Management module.