Editing existing user roles

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Editing roles provides flexibility when customizing permissions for users. At any time in the Fiscal Year, whether it be Planning, Forecasting or importing POs and Actuals, you can go in and easily adjust any role to fit your organization’s processes.

  1. Click the Settings button next to your name at the top of the screen
  2. Select User Roles in the drop-down menu to navigate to the Configurable Roles page
  3. Expand the side panel by clicking the arrow on the right-hand side and adjust your permissions as desired
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