Assign a user to a permission group

In OnBalance, you do not assign permissions directly to a user. Instead, you assign the user to a permission group that has the appropriate OnBalance permissions for that user. To learn more, see User permissions in OnBalance.

To assign a user to one or more permission groups, follow these steps.

  1. From the company setup menu, choose Users.
  2. Click the name of the user you want to assign to permission groups.
  3. In the Edit User screen, mark the checkbox in the Assigned column for each permission group to which you want to assign the user.

    Note: An OnBalance user can be assigned to one or more permission groups. The user will have the sum of all the permissions belonging to the assigned groups.

  4. Click Save.

Note: If the Admin checkbox is marked, the user is an Administrator who has access to all areas of OnBalance. For an Administrator, all permission group checkboxes are disabled. To assign one or more permission groups to this user, you need to first unmark the Admin checkbox.

The availability of some or all of these features depends on your version of OnBalance.