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Authorization Role

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Troubleshooting Authorization Role Assignments

When using the system, it may become apparent that certain users do not have the proper access to the system required for their job. They may not be able to view a specific screen and/or they may not have the needed level of permission to functionality. Conversely, they may have access to screens and/or levels of functionality they should not have. The following pages provide information to help resolve these issues.

Related Reports and Screens:

The following reports/screens can also be used to troubleshoot issues with roles. Reports are located under the Reports section>System card. Click on the links below for more information on the report and a screen print of the report:

Authorization Control

This report shows all assigned policies for a given authorization role, and the levels of access for each policy.

Authorization Role Assignments

This report shows all the assignment roles and the users/employees assigned to that role.

Authorization Roles Assigned to a Policy

This report lists all the roles that grant access to a specific policy, including non-standard roles. The individual roles displayed in this report can be expanded to list the details of the policy.

Differences Between Authorization Roles

This report lists the policy differences between two selected authorization roles.

Employee Authorization Policy Report

This report lists the authorization policy information for the specified employee, indicating the level of access to each of the screens/fields allowed to the employee.

Policies Assigned to Role Without Parent Policies

This report lists policies where access is given to a screen or policy, but not to the "parent" policy. The parent policy is a policy that is listed at a higher structure level in the Role Authorization Control Hierarchy tree. Users may not be able to get to the screen they have permission to.

Authorization Assignment Audit Report

This report shows edits made to authorization assignment data during the indicated date range. Information includes new assignments and edits to assignments for roles. Note: This report is listed on the Audit card.

Employee Authorization Information Card

This screen shows the roles currently assigned to an employee. It also displays the policies assigned to an employee and the role(s) granting access to the policies.

The following topics are available on this page:

Authorization to Approve, Deny, or Cancel a Request

Denying Access to a Specific Section, Card, or Screen

Granting Access to a Required Screen

Setting Access to a Specific Field on a Record

Setting Read, Create, Edit, and/or Delete Access to Records

Setting Supervisor Approval Requirements of Employee-Submitted Transactions

Setting Validation Override Levels

Users Do Not Have Access to the Icon of a Parent Screen

The following related topics are available:

General

Authorization Controls

Level Assignments

Steps for Adding a New Authorization Role

Steps for Replicating an Authorization Role

Overriding Schedule Validation Exceptions