Add an Access Persona

Set up a new Access Persona.

Introduction

Add a new Access Persona

Applies to tab

Grant to User or Security Role

Grants to tab


Introduction

Here you can read how to set up a New Access Persona, restrict it to a Company, Branch, Department or Project, and then Apply it to Users or Security Roles

To learn about how Access Personas work, click here: Explaining Access Personas and how they work.

If you have an existing Access Persona that you wish to apply to a User or Project, please refer to Quick Add Access Personas to Users and Projects.

Please contact us at support@lentune.com for assistance.

 Return to Top of Page


Add a new Access Persona

  • Start at Administration > Access Personas, or Settings > Access Personas.
  • Click New Access Persona.


In the Create New Access Persona screen:

  • Add a Code for the new Access Persona.
  • Add a Description for the new Access Persona.
  • Click Confirm.

 

 

This takes you to the Details screen.

Here you can determine the modules and monetary limits that Users who belong to this Access Persona may access.

  • Check the boxes and add the limits for the areas that Users in this Access Persona may access.

TIP: To read about monetary limits in Access Personas, refer to Approval Levels in Access Personas.

  • Click Save.

This allows you to remain in the screen and then go to the Applies to tab.

 

   Return to Top of Page


Applies to tab

  • Click the Applies to tab.

This takes you to the New Access screen where you apply the Access Persona to one of either Company, Branch, Department or Project that this Access Persona will relate to.

  • Select the option you require.
  • Click Confirm.

NOTE: You can select only one of these options for a new Access. However, if you want to restrict the Access persona further, e.g. to a Company and a Project, then you can add more new Applies to rules.

 

  Return to Top of Page


Grant to User or Security Role

Now that you have Applied the Access Persona to a Company, Branch, Department or Project, you can Grant the Access Persona to a User.

Remaining in the Applies to screen:

  • Click to highlight the Apply that you wish to Grant to a User or a Security Role.
  • Click Add new grant.

 

In the Add new grant screen:

  • Select the Staff member OR the Security Role that you want to grant this Access Persona to.
  • Click Add new grant.
  • Click Close.

Note: You may select only one of Staff or Security Role.

 

  Return to Top of Page


Grants to tab

In the Grants to tab, you can view the Grants that have been made.

If you wish to add more Grants, you can do that here.

  • Click to highlight the Grant that you wish to add.
  • Click Add new grant.

 

This takes you to the New Access screen, (as above), where you can add further Access details for this Access Persona if required, by selecting one of Company, Branch, Department or Project.

  • Make your selection.
  • Click Confirm.

 

 Return to Top of Page


Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com.

Thank you. We love to hear from you!

Last updated: 13 February 2024