- 01
Open Users & Permissions
Go to the administration/security area for the company.
- 02
Create individual user accounts
Create one account per person. Use a valid name and login identity so audit history remains meaningful.
- 03
Assign a role
Start from the closest job role, then adjust module-level permissions only where needed.
- 04
Review sensitive actions
Limit approval, cancellation, reopen, payment, payroll and backup restore permissions to appropriate users.
- 05
Test with the user
Sign in with the user's account or have the user verify that required pages are visible and restricted actions are not.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.