Changing a User’s Non-financial Permissions

Non-financial permission settings are assigned to Users on a per Organisation basis. There are three Non-financial permission settings which a User can have. Permission Settings can be edited in the Users section of FUTRLI by Admins and Owners.

Written by Ross MacLeod

About

Non-financial permission settings are assigned to Users on a per Organisation basis. There are three Non-financial permission settings which a User can have:

  • Cannot view non-financial data – With this setting selected the User will be unable to view Non-financial data which has been uploaded to the Organisation or which is contained within a Report created for the Organisation. They will also be unable to upload new non-financial data to it.
  • Can view non-financial data With this setting selected the User will be able to view Non-financial data which has been uploaded to the Organisation or which is contained within a Report, but will be unable to upload new non-financial data to it.
  • Can view and upload non-financial data  With this setting selected the User will be able to view Non-financial data which has been uploaded to the Organisation or which is contained within a Report, and will be able to upload new non-financial data to it.

Editing Non-financial permission settings

Step One

You can edit a User’s permission settings within the Users section of FUTRLI. The permission settings of Users can be edited by Admins or Owners. The permission settings of Admins can only be changed by the Account Owner. To edit a User’s permission settings, navigate to the Users section of FUTRLI. Then locate and press Edit adjacent to the User whose permission settings you wish to edit:

Screen Shot 2017-01-17 at 15.00.04

Step Two

Non-financial permission settings are changed on a per Organisation basis. To edit the User’s settings for a particular Organisation, select it from the list of Organisations detailed under the Users Organisations header. Clicking an Organisation will cause further options to appear on the right hand side of the page:

Screen Shot 2017-01-17 at 15.01.34

Step Three

Click the dropdown under the Non-financial Access header and choose the access you wish to give the User. When happy, click Update:

Screen Shot 2017-01-17 at 15.03.07