Limiting and Granting Access to Projections

As a Fund Manager administrator, you may need to limit users' access to Projections. This can be done within the Personnel module.

1. In the menu, click on Personnel.
   
   
   
2. Locate the individual within the list, or use the search function to find them. Click on their person identifier.
   
   
   
3. Click on Software User.
   
   
   
4. Beneath Software Module Security, click on Projection.
   
   
   
5. On the right-hand side of the screen, click on Edit General Security Settings.
   
   
   
6. Adjust the radio buttons within the settings, and then click Save.
   
   

General Security Settings

1. Access Module: clicking YES means user is able to perform what-if analysis using Projections.
2. Load Projection: clicking YES means the user is able to load encumbrances into Fund Manager.