If you need to manage security permissions for all Cayuse GFE products, you can do so within Personnel.
Adjusting Security and Permissions
- In the top right-hand corner of your screen, click on Personnel.
- Locate the individual within the list, or use the search function to find them. Click on their person identifier.
- Click on Software User.
- Click on the module where permissions need to be adjusted.
The new left-hand menu will offer tabs for different permissions.
General
Please note: This section is only applicable to customers using legacy versions of the application.
To edit general security settings, click on General in the left-hand menu, and then click on Edit General Security Settings.
Change settings by toggling the Yes/No radio buttons.
Click 
.
List of settings may include:
- Administrator: All module permissions
- Access Grants: Grant record access
- Access Personnel: Personnel view access (salary and fringe data access)
- Access Publications: Publications information access
- Ability to Archive: Can archive grants
- Create Grants: Can enter and modify new and existing grant records
- Delete Grants: Can delete grants
- Delete from Grants: Can delete information contained in grant records
- Data Entry: Can enter and modify new Codes, Accounts and People
- Limit by Key Personnel: Can only view Grants associated with the Investigators identified in the Grant Key Personnel screen
- Limit by Org Unit: Can only view Grants associated with the Org Unit identified in the Org Unit Limit screen
- Limit Access by Corporation: Can only view Grants associated with the Corporation identified in the Corporation Limit screen
Tab Control
Please note: This section is only applicable to customers using legacy versions of the application.
Within Tab Control, click 
.
In the top left-hand corner of the new window window, you can click on the buttons Clear All, All None, All View, or All Modify to change all settings at once.
You can also adjust individual settings via the drop-down menus.
When you're finished, click Save.
Limit by Org Unit, Key Personnel, or Corporation
In order for the user to be limited by Org Unit, Key Personnel, or Corporation, the option in the user's General setting must be marked Yes.
- In the left-hand menu, click on which item by which you wish to limit: Limit By Org Unit, Limit By Key Personnel, or Limit By Corporation.
- Click
. - In the new window, add the units, personnel, or corporations you wish to limit the user to, and click Save.
