Assigning a Location to a User

  1. Log in to CASH Suite.

  2. Select Groups and Locations on the Admin tab.

  3. Verify Serve as Location is selected.

  4. Select a location.

  5. Select a user and select Move.
    Note:
    Select Inherit to sub-group to add the user to all locations below the selected location.

  6. Select Save to apply the changes.
    Note:
    After the changes are applied, CASH Workflow will display data on grids and reports according to the locations where a user has access.
Note:
Verify the user’s email address in CASH Suite and the User Name in Security Administration are identical. A user must log in with the same email address to see the same data in CASH Suite and CASH Workflow.