Assign roles to a business unit
Use the procedure in this topic to assign roles to a business unit.
By default, KTA Groups are created and roles are mapped for new business units automatically.
Before you begin
Before you can assign roles to a business unit, verify that the following steps are complete:
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Add at least one organization
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The corresponding user roles are created in Tungsten TotalAgility.
Procedure
- Open the Tungsten AP Agility Work Queue as an Administrator.
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On the
Settings menu, select
Organizations.
The Organizations are displayed.
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Select an organization from the list by select its
Organization Name.
The organization details for the selected organization are displayed.
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Select the
Business Units tab.
The Organization - Business Unit tab is displayed.
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Select the
Business Unit Name link where you are assigning roles.
The Business Unit: New or Edit window is displayed.
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Select
Role Assignments.
The Role Assignments window is displayed.
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In the
Role Assignments window, for each of the listed roles, select the following:
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Select the
Associated Group.
This list of user groups comes from Tungsten TotalAgility.
- Select Increase Priority if you want the users with the associated role to have permission to increase the priority of a invoice.
- Select Escalate if you want users with the associated role to have permission to escalate an invoice.
- Select Reassign if you want users with the associated role to have permission to reassign an invoice.
- Select Reassign All if you use Tungsten Analytics for TotalAgility and you want to include when a user selects an invoice that is assigned to another user or group in a report.
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Select the
Associated Group.
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Select
Save.
The window is closed and you are returned to the Business Unit: New or Edit window.