In This Article
Overview
In order for a user to enter or override cashflow actual values in Idea Cashflow, specific role permissions are required. To grant these permissions to a user, please follow the steps outlined below.
Note: You need to have administrative permissions to grant other users permissions to enter or override actual cashflow values. The owner/facilitator of the Idea is granted permission by default.
Navigation
- Navigate to the Administration module and click on Roles.
- Select the Role from the list which you would like to add permissions for to import cashflow actual values (eg. Administrator)
- Under the Permissions section, select the drop-down arrow on Ideas to view the list of Idea permissions available.
- From the list of permissions, click the tick-box on Import and Capture Cash Flow Actual Data option to enable the user role to import and capture actual data. After the selection, click Save.
- Users assigned to the specified role, with permissions to import cashflow actual data, will now have the Import button available when accessing the Idea Cashflow section. (for more information on the Idea Cashflow, please see this article: Idea Cashflow).
- Users will also find the option to select the import actual cashflow templates when navigating to the Imports/Exports module (for more information on the Cashflow Actuals Data Import, please see the following article: Cashflow Actuals Data Import)
Note: The 'Import and Capture Cash Flow Actual Data' permission depends on the 'Edit Ideas' permission. If a user does not have the "Edit Ideas' permission enabled, the 'Import and Capture Cash Flow Actual Data' permission cannot be enabled. The following will occur on Idea Cash Flow for a user with the 'Edit Ideas' permission disabled: - the 'Import and Capture Cash Flow Actual Data' permission is also disabled this permission can be disabled or enabled without affecting the 'Edit Ideas' permission - the +Add on the Cash Flow table to add a new item will be disabled - the Start and End Months on the Cash Flow table are disabled - the Import button on the Cash Flow page to import actual values is disabled - all fields on the Cash Flow table are disabled - all toolbar fields on the Investment Evaluation table are disabled - on the Imports/Exports modal, the Cash Flow Actual Data and Cash Flow Forecast Data templates are not displayed