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Setup User Policies Grid
Make the following menu selections to display user policies
grid:
eFinancials (or ePO)—Setup—Global Setup—Policies—User Policies
Use this grid to set up and manage user policies. The
policies you set up here apply to a selected user. Refer to User
Policies Overview for more information.
Grid Fields
The following fields and buttons appear on the tab that
displays when you select the menu option.
Header
Find User
Enter the first few letters of the user name,
and then select the Find button. The items that
are the nearest match to your entry display in the grid below. If a drop-down list displays, you can select from the list, and
then click the Find button.
Go Button
Use the Page field and
the
to display additional pages when the list of entries in the grid is longer
than one page.
Grid
User
The user identification that appears on lists
and in reports. Click this column title to sort the list. User IDs appearing
on this list are established in System—Security—Users. Display the Users page to access the System
Help file and get more information.
Select a user from the grid and the following tabs appear:
PO Tab
Invoice
Tab
Check
Tab
Vendor
Tab
Other
Tab
To Add or Edit User Policies
Prerequisite
Prior to setting up user policies, users must be established
in System—Security—Users. Display
the Users page to access the System Help file and get more information.
- Use the Find field and
to locate the user you want to edit.
- Select the ID
link in the User column.
- Use the ,
,
,
,
and
field lists to complete the tabs.
- Select the Save button after all selections are complete.
See Also
Setup
Introduction
ePO Introduction