Editing a worksheet set

Overview

BudgetLink has the ability to have security logins which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access.

Editing a worksheet set

 
Manage Worksheet Sets dialogue.
 
Edit Worksheet Set dialogue.


To edit a worksheet set, follow these steps.

  1. From the main Menu in BudgetLink, click on 30. Settings;
  2. Click on Security item in the menu;
  3. Click on the Manage Worksheet Sets button;
  4. Log in as the Administrator if prompted;
  5. Select the worksheet set from the list and click Edit Worksheet Set;
  6. Tick/untick the reports belonging to this worksheet set;
  7. Click OK to save the changes to this the worksheet set;
  8. Click Close on the Manage Worksheet Sets dialogue.


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