10 User Permission Levels Narrated

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Use “enter” on your keyboard, or click your left mouse button to move through the screens 1 CBISA Online ™ Permission Levels & User Accounts

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Understanding User Permission Levels 2

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You can have more than one user at each permission level, including the highest level of System Administrator General Information about User Permission Levels You may have hundreds of Reporters , the most restricted user level All user ID’s are managed in one centralized location within the software All users, regardless of their permission level, can access their own user account to keep contact information updated and to manage their password 3 ©Lyon Software 2012

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User Permission Levels 4 ©Lyon Software 2012 System Administrator Reporting Unit A Reporting Unit B Reporting Unit C Reporting Unit D Reporting Unit E Reporting Unit F System Senior Mgr.

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User Permission Levels 5 ©Lyon Software 2012 System Administrator Reporting Unit A Reporting Unit B Reporting Unit C Reporting Unit D Reporting Unit E Reporting Unit F Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter System Senior Mgr.

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User Permission Levels 6 ©Lyon Software 2012 Coordinator Finance Senior Manager Reporter

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User Permission Levels 7 ©Lyon Software 2012 Coordinator Finance Senior Manager Reporter

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User Permission Levels 8 ©Lyon Software 2012 Coordinator Finance Senior Manager Reporter

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User Permission Levels 9 ©Lyon Software 2012 Coordinator Finance Senior Manager Reporter

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User Permission Levels 10 ©Lyon Software 2012 System Administrator Reporting Unit A Reporting Unit B Reporting Unit C Reporting Unit D Reporting Unit E Reporting Unit F Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter Coordinator Finance Senior Mgr. Reporter Multi Coordinator Multi Finance Multi Senior Mgr. Multi Reporter Multi Coordinator Multi Finance Multi Senior Mgr. Multi Reporter System Senior Mgr.

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Adding Users in CBISA Online TM 11

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Step 1 12 Step 1 Choose “Options” from the main screen ©Lyon Software 2012

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Steps 2 and 3 13 Step 2 Choose “Org Defaults” Step 3 Choose “Users” ©Lyon Software 2012

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Steps 4 and 5 14 Step 4 Create new user account! Step 5 “Save” the new user account Dropdowns for User Levels and Reporting Unit ©Lyon Software 2012

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Additional Information Regarding User Accounts 15 ©Lyon Software 2012

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Additional Information Regarding User Accounts Each User Name must be unique User Names may contain up to 50 characters and are not case sensitive User Names and Passwords may contain alpha and numeric characters, but no spaces Passwords must meet the following complexity requirements: must be between 6-15 characters; have at least one letter and one number; cannot use “password” or “user name” Passwords are case sensitive. If upper or lower case alpha characters are used in creating the password, it must be typed in exactly the same upon login. A note about user names and passwords: 16 ©Lyon Software 2012

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Lyon Software…striving to make social accountability reporting a streamlined process… 17