Page Comparison

This page explains how you can manage access to the headcount and workflow notification features at a global level, and manage the user access to each workbook and its individual worksheet tabs.

Manage access to the headcount feature

If you have permission to manage budgets and forecasts, you can control whether each user has access to the headcount feature at the global level (all workbooks). You can invite users to use the headcount feature but you can’t revoke those invitations.

1. On your Budgets & Forecasts homepage, click Manage users in the top-right corner.

2. Locate the required user using the search box.

3. In the Headcount access column, select the Invite to headcount checkbox. The checkbox becomes dimmed and a message informs you the invite is pending.

4. Click Save and finish.

5. Inform the user of their access to the headcount data and tell them to create a password. Explain that it is important to use a password that they will remember, as it cannot be recovered or reset if they forget it.

   • When the user accepts the invite by creating a password, the following message displays against the user’s name in the Headcount Status column: Can access headcount.

   • Learn more about headcount users and access.

Manage workflow email notifications

If you have permission to manage budgets and forecasts, you can control whether notifications are turned on or off for each user at the global level (all workbooks).

The email notification feature sends an email to a user with a list of their workflow tasks and a link to open the corresponding workbook. Notifications are sent for each worksheet tab in a workbook every 30 minutes. By default, these notifications are turned off but users can turn them on within each workbook.

It’s a good idea for you to turn on notifications for users who are not regularly involved in the budgeting process but you want their input on a particular budget item. They might otherwise be unaware they have pending workflow tasks.

1. On your Budgets & Forecasts homepage, click Manage users in the top-right corner.

2. Locate the required user using the search box.

3. In the Email notifications column, click On or Off, as required.

Manage access to a workbook (give and remove viewer access, and add administrators)

If you are the owner or administrator of a workbook, you can manage access to that workbook via the Budgets & Forecasts homepage. You can allow users to be either viewers or administrators of the workbook. You can also remove a user so they can no longer access the workbook.

• Administrator: Requires both the Budgets & Forecasts and Manage Budgets & Forecasts user permission. Allows the user to be a budget administrator.

• Viewer: Requires the Budgets & Forecasts user permission. Allows the user to view a budget or forecast without being assigned to a row in the workflow. In other words, they can view but not edit any values. If you later assign the viewer to a row (task) in the workflow, they can edit the values in that row.

Manage the access to the workbook as required:

On your Budgets & Forecasts homepage, locate the workbook, click its Menu button, and click Manage Access.

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In the Manage access window, on the Manage workbook access tab, you can see the users who currently have access to the workbook. There are three types of users here that correspond to the Budgets & Forecasts user types:

• Owner: This is the budget owner, the user who created this budget workbook. In the above example, Bill is the owner.

• Administrator: As a budget administrator, this user can carry out more actions than the viewer. In the above example, Charlie is the administrator.

• Viewer: This user can view the workbook and is eligible to be assigned rows in the workflow (become a contributor).

To add another user to this workbook, select the user’s name from the Add users list. Only users who have the Budgets & Forecasts user permission to display in the list. The new user is added as a viewer by default.

To give a user administration rights

, select Administrator from the user’s list. This option is only available for users with the Manage Budgets & Forecasts user permission.

To remove a user

so they can no longer access the workbook, click their X button.

Click Save to apply your changes.