Dax365FO

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The system to understand the authorization to work in budgeting planning will combine the information set in these three setups:

• Roles: keys authorization to user form and function in the system;
• Grants: Authorization to work in an operations unit
• Position: Allocation in an operation unit

For example, if a resource is a Budget manager we should to set:

• Roles: Budget manager
• Grants: Authorization to work in the operation unit “finance”
• Position: at least a position link to the operation unit “finance”

Roles & Grants authorization

We need to grant correct access to the user in order they manage correctly the budget planning. To do that, go in: System administration> Users> Users.

Assign a role related to the budgeting planning definition, and click in the function “adding organization”:

Then, select the organization hierarchy related to our budgeting planning and grant access based on the department. In this example, I’m the system administrator, so I gave you all the access. However, based on our case, grant to the correct department based on the segregation of duties of each user:

Position

Go to: Human resources> Workers> Employees.

Here, select our employee and click on position. If we go to see the position details, we can find out the operation unit link on it.