1 Full Client (Desktop Program) Users:
- Click “Settings” on the top menu bar.
- Then select” FAS User Accounts and Permissions.“
- Select a User, or Click “Add User”.
Add User:
- Create a Username and Password for the user. The user can change their password by going to ‘Settings’ then choosing “Change my password” upon their first login.
- Assign the user a Workflow and an Account Group.
- The Workflow is typically the user’s department. The Account Group is the group of fund accounts the user has access to view. (See tutorials: Department Account Groups and Department Workflows)
- Select the user’s permissions.
For Purchasing Agent Permissions, select any or all of the follow options:
- Purchasing/QPA Approval
- Approve/Certify (Approval)
- Approve/Certify PO for their Dept. Only
Override Permissions (Optional):
- Click Set Over-Ride Permissions.
- The User’s Override Password will be the same password they use to sign in to FAS.
- Click ‘OK’ once finished with override permissions.
- Click Save if finished with the new user.
For more user options, continue to the next page…
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