Assign Batch Type Permissions to a System Role

You can specify whether a system role has administrative privileges for specific batch types. When you grant administrative permissions to a system role for a batch type, you specify that users in that role can create templates and perform all other functions associated with that batch type, including reviewing and validating submitted batches, approving batches, and committing approved batches to the database.

As with other types of permissions in the program, batch administrative permissions are intertwined with feature permissions. Even when a role is granted administrative privileges to a type of batch on the Batch Types tab, in order for users to actually do anything with those privileges, the role must be granted access to the appropriate features under the Batch node on the Assign Feature Permissions screen. For example, even with administrative rights granted for a batch type, a role must be granted access to the Batch Template Add form in order to create new batch templates of that type.

Security granted on the Batch Types tab gives users of a role rights to do anything with any batch template of that type, and any batch instances built from any of these templates (with the appropriate feature permissions).

Note: System Administrators can assign a user to a system role they create, then log in as that user to determine if the features and other items they configured for the role display as intended. For more information, see the Administration Guide.

Assign batch type administrative permissions to a system role

  1. From a system role, select the Batch Types tab. Any batches that have already been permissioned for this role appear on the tab.

  2. Click Assign administrative permissions. The Administer Batch Types screen appears.

  3. Right-click on the individual batch types for which you want to specify permissions for this role and click Grant or Deny. Click Clear to remove permissions for a selected batch type.

  4. You can click Clear All to remove permissions for every batch type.

  5. Click Save. You return to the Batch Types tab where your selections appear.

 

 

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