User Roles: Creating, Editing, or Copying a User Role 23 Part 2 of 9: Establishing Transaction Type Rights You can start assigning or editing a user’s rights, to help 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. 1 1. Use the drop-down to change which transaction activity a user can view. • All: Can view all transactions • Role: Can view transactions by others in this role • Account: Can view transactions to or from entitled accounts • Own: Can view own transactions • No: Cannot view any transactions
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