Employee management > Employees > Maintain employee access rights

Maintain employee access rights

If you are an administrator with the administration right Admin - Maintain Rights enabled, you are able to assign any general access right available to you to another employee. For example, you may want to give certain managers or financial controllers the right to edit users' transactions in some administration reports. The Admin - Maintain Rights is disabled by default but you can ask for it to be enabled via the Spend Dynamics helpdesk: ebsclientservices@bmo.com.

Note: You can only assign the general system rights you have access to yourself. Also, the right Admin - Maintain Rights does not provide access to allocate administrator rights. This is managed by a separate implementer option which requires the completion and approval of a mandatory work order. Contact the Spend Dynamics helpdesk: ebsclientservices@bmo.com for further information.

To maintain an employee's access rights:

1. Click the Employees button on the Administration Overview diagram (Employee view).

   The Employee Administration screen appears.

2. Click Search at the top-right of the screen.

   The Employee Search window appears.

3. Use the search criteria defined in the Search for employee procedure to narrow the search for the employee you want.

   The Employee Administration screen re-appears, displaying the search results table.

4. Click to right of the employee.

   The Personal Details Report window appears.

5. Click the Access Rights box in the left menu to view the access rights you can grant to the employee.

   Note: If the employee is a general user, the general system rights (user rights) you have access to appear. If the employee is an administrator, the administration rights you have access to also appear.

6. Click to enable the right for the employee.
7. To allocate to a general user some of your administrative access rights (and therefore make them an administrator):
   1. Click the Allocate Administrator Rights link.

      Additional administration access rights are displayed.

   2. Enable (or disable) access rights as required.
   3. To remove all administrator access rights and to return the employee to the status of a general user, click Remove Administrator Rights.