Difference between revisions of "Editing a worksheet set"

no edit summary
Line 3: Line 3:
BudgetLink has the ability to have [[Security|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.
BudgetLink has the ability to have [[Security|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.


== Adding a worksheet set ==
== Editing a worksheet set ==


To add a worksheet set, follow these steps.  
To edit a worksheet set, follow these steps.  


# From the main '''Menu''' in BudgetLink, click on '''30. Settings''';
# From the main '''Menu''' in BudgetLink, click on '''30. Settings''';
Line 11: Line 11:
# Click on the '''Manage Worksheet Sets''' button;
# Click on the '''Manage Worksheet Sets''' button;
# Log in as the '''Administrator''' if prompted;
# Log in as the '''Administrator''' if prompted;
# Click on the '''Add Worksheet Set''' button on the '''Manage Worksheet Sets''' dialogue;
# Select the worksheet set from the list and click '''Edit Worksheet Set''';
# Enter the '''Name''' of the worksheet set;
# Tick/untick the reports belonging to this worksheet set;
# Tick the reports belonging to this worksheet set;
# Click '''OK''' to save the changes to this the worksheet set;
# Click '''OK''' to add the worksheet set;
# Click '''Close''' on the '''Manage Worksheet Sets''' dialogue.
# Click '''Close''' on the '''Manage Worksheet Sets''' dialogue.


2,725

edits