User Managment: Users Overview 10 Part 1 of 5: Establishing Transaction Type Rights You start assigning or editing a user’s rights in the Transactions tab, which helps you decide which responsibilities and limitations a user should have regarding certain transactions. Here, you can change a user’s approval limits and decide which transaction types they can view, draft, approve, or cancel. 2 3 1 1. Choose a type of transaction to assign rights for. You can also use the Transaction Filter drop down to narrow your choices. 2. Choose whether a user can draft, approve, cancel, or view a specific transaction by checking the appropriate boxes. • Draft: Create a transaction or template that needs approval from an authorized user. • Approve: Send or accept drafted transactions. • Cancel: Reject a drafted or unprocessed transaction. 3. Use the drop-down to change which transaction activity a user can view. • Own: Can view only their activity. • All: Can view activity of all users. • No: Cannot view activity of any user. Note: Users must have the All view right enabled to approve transactions.
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