General Ledger Accounting Project Access
This role is for users in the business office or across campus that need access to projects.
Project Management
The permissions on this page apply generally to projects. Access to individual project source codes must be applied on the Associations tab.
Notice
To give users in this role permission to view, edit, and download to Excel all projects at your school, select the Can view, Can edit, and Can download permissions on the Permissions tab, and turn on access to all projects on the Associations tab.
Permission | Users in this role can. . . |
|---|---|
Can view projects and generate Project Summary reports | View projects on the General Ledger Accounting hub and generate Project Summary reports. NoteIf any other projects permissions are granted, the "Can view" permission is automatically granted. |
Can edit projects and project security | Access project detail pages and update project information and which roles have access to the project code. NoteUsers may not see some transactions associated with the project if they don't also have permission to view the GL accounts. |
Can create projects | Add new project codes to the system and determine which roles can access the project code. |
Can delete projects | Remove project codes from the system. NoteUsers cannot delete projects if they don't also have permission to view the project's GL accounts. |
Can download to Excel | Download project transaction details to an Excel spreadsheet. |
Project Security
These permissions determine project visibility throughout the system.
Warning
Only one of these permissions can be selected.
Permission | Users in this role can . . . |
|---|---|
Can view all projects (unrestricted) | Allows users to view all projects. |
Can view only projects enabled by associations (restricted) | Allows users to view specific projects selected on the Associations tab. |