There may be times when a user needs customized permissions that differ from the assigned profile. Updates to permissions for the user's assigned profile will still flow down to the user, but will not override permissions set on the Users screen. Focus does not encourage setting individual user permissions due to the maintenance involved.
In order to view and edit user permissions, you must have Users view permission set on the Setup tab. If you have View Only Access permission, you can view the permissions but cannot edit permissions.
1. In the Setup menu, click Users.
The Permissions tab is opened by default.
2. Select the Permission Type.
3. Select the Role.
4. Select the Users. One or multiple users can be selected.
5. Click Submit.
The permissions are displayed in the same manner as on the Profiles screen. Please see Profiles for more information on setting permissions.
6. Select the permissions that will apply to this individual user. The selections will override what is selected on the user's assigned profile.
7. Click Save.
The Module Report lists the individual users who have permissions (View and/or Edit rights) to the selected modules.
1. Click the Module Report tab.
2. Select the Role.
3. Select the Module. One or multiple can be selected.
4. Click Submit.
The report displays the names of the individuals and their usernames as well as the module.
The Permission Report displays the user, profile, user ID, EIN, module name, permission name, and access type (permission type) for specific roles, modules, and users.
1. Click the Permission Report tab.
2. Select the Role.
3. Select the Module. One or multiple can be selected.
4. Select the Users. One or multiple can be selected.
5. Click Submit.
The report displays the User, Profile, User ID, EIN, Module name, Permission name, and access type (permission type) for the selected role, module(s), and user(s).
