Setting Up Authorized Users Concept Setting Up Authorized

Setting Up Authorized Users Concept

Setting Up Authorized Users

Setting Up Authorized Users Step 1 Begin by navigating to the Authorize Expense Users page. Click the vertical scrollbar.

Setting Up Authorized Users Step 2 Click the Travel and Expenses menu.

Setting Up Authorized Users Step 3 Click the Manage Expenses Security menu.

Setting Up Authorized Users Step 4 Click the Authorize Expense Users menu.

Setting Up Authorized Users Step 5 Use the Authorize Expense Users search page to set up an authorized user. This page allows you to authorize access to employees to process expense transactions for themselves and on behalf of other employees.

Setting Up Authorized Users Step 6 Use the options in the Search By group box to determine which aspect of authorization must be displayed when authorizing users. You can search and authorize users by Employee ID or by User ID.

Setting Up Authorized Users Step 7 To authorize users by Employee ID, select the Employee ID option in the Search By group box and then enter an Employee ID in the Search Value field. Click in the Search Value field.

Setting Up Authorized Users Step 8 Enter the desired information into the field. Enter "KU 0042".

Setting Up Authorized Users Step 9 Click the Search button.

Setting Up Authorized Users Step 10 Use the Authorize Expense Users Employee page to assign multiple user IDs to a single employee. You can also use this page to set an authorization level for the employee for each of the assigned user ID.

Setting Up Authorized Users Step 11 Select a User ID using the Look Up Authorized User ID icon. You can authorize more than one ID for an employee.

Setting Up Authorized Users Step 12 Use the following options to set authorization level for the employee and the selected user ID: • Edit: Allow an authorized user to view, create, and edit a transaction for the employee. When this option is selected, the Submit button is unavailable for all expenses-relation transactions.

Setting Up Authorized Users Step 13 • Edit & Submit: Allow an authorized user to view, create, delete, cancel, edit, and submit all expense-related transaction for the employee. • View: Allow an authorized user to view only the transaction related by an employee. If this authorization level is selected, the Employee ID field in the Create/Modify search page and in the My Wallet page is rendered unsearchable. Additionally, the Save and the Add buttons are unavailable to prevent the employee from deleting, modifying existing transactions or adding new transactions.

Setting Up Authorized Users Step 14 Click the Return to Search link.

Setting Up Authorized Users Step 15 To authorize users by User ID, select the User ID option in the Search By box and then enter an User ID in the Search Value field. Click the User ID option.

Setting Up Authorized Users Step 16 Click in the Search Value field.

Setting Up Authorized Users Step 17 Enter the desired information into the Search Value field. Enter "VP 1".

Setting Up Authorized Users Step 18 Click the Search button.

Setting Up Authorized Users Step 19 Use the Authorize Expense Users User page to assign multiple employee IDs to a single user ID. You can also use this page to set an authorization level for each employee ID.

Setting Up Authorized Users Step 20 Select a Employee ID using the Look Up Empl ID icon. You can authorize more than one employee ID for a user ID.

Setting Up Authorized Users Step 21 Use the following options to set authorization level for the employee and the selected user ID: • Edit: Allow an authorized user to view, create, and edit a transaction for the employee. When this option is selected, the Submit button is unavailable for all expenses-relation transactions.

Setting Up Authorized Users Step 22 • Edit & Submit: Allow an authorized user to view, create, delete, cancel, edit, and submit all expense-related transaction for the employee. • View: Allow an authorized user to view only the transaction related by an employee. If this authorization level is selected, the Employee ID field in the Create/Modify search page and in the My Wallet page is rendered unsearchable. Additionally, the Save and the Add buttons are unavailable to prevent the employee from deleting, modifying existing transactions or adding new transactions.

Setting Up Authorized Users Step 23 Click the vertical scrollbar.

Setting Up Authorized Users Step 24 Click the Save button.

Setting Up Authorized Users Step 25 End of Procedure.