Fund Scheme Access Security

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This related item is used to restrict or enable the user to access core records based on funding activity. The system checks the Funding Activity Type field in records. This data security access is not used for eForms.

The list for a Funding Activity Type dropdown is populated by current items in the Activity Types category maintained in RME > Setup > Categories > Fund Scheme Related Categories.

If you have the required access to change your own User record, be aware that if you make changes to this related item and save, changes will be applied immediately, which may impact your access or permissions and result in limited functionality.

Menu path: RME > Users > Users (Search) > Users > Fund Scheme Access Security

 

Assign access to data based on funding activity

To assign access to data based on funding activity for a user, follow these steps:

1.     In the User details page, click the Add link on the Fund Scheme Access Security related item grid. The Fund Scheme Access Security page displays, listing the available, current funding activities.

2.     For each funding activity you want to add to the user, tick the checkbox in the first column. To add all activities, tick the checkbox in the column header.

3.     In the toolbar, click Save.

 

Remove access to data based on funding activity

To remove access to data based on funding activity for a user, follow these steps:

1.     In the User details page, click the Add link on the Fund Scheme Access Security related item grid.

2.     For each funding activity you want to remove from the user, un-tick the checkbox in the first column. To remove all the activities, un-tick the checkbox in the column header.

3.     In the toolbar, click Save.

 

Export Fund Scheme Access Security details for a user

See: Export

 

Related topic

        User record

        Access and permissions overview

        Data access security process

 

Product Key: Modules - Core

Page ID: USE015.htm