Change a User's Role
On the P-Card main menu, select Admin, and then click the Edit icon next to a user’s name.
Figure 1 - Edit icon
The user's profile will open. This is displayed in four sections: the user information, user roles (or security), P-Card details, and default and/or approval PCA/Index assignments.
Figure 2 - User profile
A ‘role’ defines what the user can do in the application. You can select Admin, Reports, and then the User Report to find out which users are verifiers, which are approvers, etc.
Figure 3 - User roles
You can make a user an verifier, approver, administrator, or auditor:
When you select Approver or Approver All, select the Approval Level. (The agency will determine how many approval levels are needed.) Approvers may also need to be assigned Approval PCAs or Indexes.
When you are finished, click Save at the top of the profile screen.
If a user is logged in when you save their profile, they must log off, then log back in to see the change.
Figure 4 - Save