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How do I manage entitlements for individuals?

Written by Jeanne Murphy

Updated at December 31st, 2024

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Entitlements

Entitlements allows administrator to grant functionality to users. Functionality may include access to certain menus or pages within the site, the ability to run certain reports, the ability to perform on-behalf payments, and other actions. Entitlements allows administrators to define who can see certain things and who can do certain things.

Manage entitlements for individuals

You can modify entitlements for individual users. When a new user is created, they are granted the entitlements associated with the Role they are assigned. After the user account has been created, the Administrator can disable individual entitlements. Once a user’s entitlements are modified by an administrator, that user retains its own private set of entitlements.

From the main menu, go to the Entitlements page and click User Entitlements.

 

Select the user from the drop-down menu.


 

You can view all entitlements by selecting Show all entitlements. This will allow you to assign entitlements to this user that may be outside the scope of his or her role.



Then select Get Entitlements. You can view, make changes and then select Update Entitlements.


To bring up the entitlements for a specific user, go to the User Administration page and click Entitlements next to the target user.

 

 

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