Use this screen to manage user licensing and update Org security access.
This column displays the user ID.
This column displays the corresponding descriptive names for the user IDs in the User ID column.
This field displays the Employee ID.
Select this check box to indicate that the employee is active and should be counted against an active license. Clear the check box if the employee is no longer active and you want to free that license seat.
Unless you are using the Cloud version of Costpoint Planning, if Active is selected, the number of currently active users is compared to the number allowed by your licensing, when you save the record.
For non-Cloud customers, a warning message displays for the user when the license is within thirty days of its expiration date, or when the license has expired and the user attempts to logon.
Select this check box to allow access to all budgets even if they are not shared. Only the administrator can delete or change the owner of the New Business Budget.
Use this drop-down menu to assign available license type to a user, which includes the following:
None
Full - This license provides access to all modules within the Planning Domain.
Use this setting to assign users access to a specific Security Org ID within Costpoint Planning.
By default, every user listed in the table is granted access to all levels of the Org structure. This is true even if the field is blank and does not display All as the value.
To limit access to a specific Org ID within Costpoint Planning, select the user and click to select the Org ID. The level you choose gives the user access to that level and all levels below it.
Click to select the Home Org ID. This field reflects the organization to which the user's costs resolve.