I can't see any reconciliations in my selected role

Modified on Wed, Jan 18, 2017 at 6:02 PM

Some roles are View Only roles and as such, the allowed view must be set by the System Admin.


SA will need to go to the User > Update User Profile and select the user with the role that needs to have a view set. (Roles that will need this are: Financial Manager, Accounting Manaager, Controller, Executive, and Audit) 


Once in the User's profile, click on the "View Asscociation" button


This will bring you to the User Account Association screen.  Use the drop down arrow to find the role that you want to associate a view to.  Then use the search criteria at the bottom to select how wide (at the top of the organizational hierarchy) or narrow (at a single account) that user's view should be.


Click the checkboxes of the hierarchy that should be associated and click 'Add'.


Those items will move to the top where they can be saved to that role.


See The System Administrator Job Aid, Section A - How to Add New Users for more instruction.

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