Grant Role Access to an Instance of Budget Manager

Grant users assigned to a specific Budget Manager role access to an instance of Allocation Manager.

1. Click the Configure tab.
2. Click Roles from the Access Management menu located on the left-hand side of the web page.
3. Choose one of the following options:
   • Click AM Admin to give Budget Manager administrators access to an instance of Budget Manager.
   • Click AM Stakeholder to give Budget Manager stakeholders access to an instance of Budget Manager.
   • Click AM User to give Budget Manager users access to an instance of Budget Manager.

   
   
   Figure 1. Choose a Role

4. Click to add an instance of Budget Manager.

   
   
   Figure 2. Add Budget Manager Instance

5. Select an instance of Budget Manager by enabling the checkbox next to its name.
   You may select more than one instance.
6. Click OK.
   Any users assigned to this role will automatically get access to the selected instances. The following notification is displayed to any of those users who are currently logged into Control:

   Your view is updated to reflect the privilege changes in cluster: INSTANCE

   where INSTANCE is the name of the Allocation Manager instance.
7. Click Save.