Add an User Account

Add a user account so that allocations can be credited into the account and jobs can be run against the account.

Only an Budget Manager administrator can edit an account.
Adding a user account is a two-step process. First, you must add the user and assign an access control role using the Access Management menu of the Configure tab. For a user to be eligible to be added to an Budget Manager account, the user must be assigned at least an AM User role. For a user to be eligible to be added to an Budget Manager account as a stakeholder, the user must be assigned at least an AM Stakeholder role.

Once the user has been added and an Budget Manager role assigned, the user account must be edited from the Budget Manager menu of the Configure tab to add user account details.

  1. Click the Configure tab.
  2. Click Users from the Access Management menu located on the left-hand side of the web page.
  3. Click Add User.
    1. For First Name, enter the first name of the user.
    2. For Last Name, enter the last name of the user.
    3. For User Name, enter the user's NIS/SSH username.
    4. Click Save.
  4. Select the user by enabling the checkbox next to the user's name.
    Tip: Select multiple users when you want to assign the same roles to multiple users.

    Select a User
    Figure 1. Select a User
  5. Click Assign Roles.
  6. Enable the checkbox next to the Role Name to assign the role to the user.
    Tip: Choose the appropriate Budget Manager role to make the user eligible to be added to an Budget Manager account as a user or a stakeholder.
  7. Click OK.
Next, Edit the User Account.