Before using the Sage Paperless Construction APFlow™ module for the first time, access and security rights must be set up for any Sage Paperless Construction users who are using the APFlow module. This includes the setup of APFlow queues.
Permissions and role responsibilities can be set up through Manage APFlow, Vaults or Users.
➢Setting up permissions and role responsibilities through Manage APFlow.
1.From the ribbon toolbar, click APFlow.
2.Click Manage APFlow.
The Manage APFlow dialog similar to the following displays with the General tab active:
3.Click to select the role (AP Processor, AP Reviewer, AP Supervisor, AP Payment Manager and AP Auditor) based on the selected vault(s).
4.Select the appropriate Additional Options.
Each Additional Options section heading includes this checkmark icon
If the user should have permission to perform all the options listed under a specific section, click the icon for that section. All options in that section are selected.
If the user should have permission to perform some of the options listed under a specific section, you must click the desired options manually.
To remove options, you must manually click each option check box individually to remove the checkmark.
Note: A section, including the corresponding icon, is disabled if the highlighted user does not have permission for the options displaying in that section.
For more information on the AP Processor, AP Reviewer, AP Supervisor, AP Payment Manager and AP Auditor roles and permissions, see General Tab.
5.Click OK.
Setting up permissions and role responsibilities through Vaults.
Note: This is the more efficient way for the Administrator to set up a large number of first-time users.
1.From the ribbon toolbar, click Administration.
2.Click Vaults.
The Vaults dialog similar to the following displays:
3.In the Vaults dialog, click Edit Vault.
The Vaults Properties dialog similar to the following displays, with the General tab active:
4.In the Vault Properties dialog, click the APFlow Users tab.
A dialog similar to the following displays:
5.Click to select the role (AP Processor, AP Reviewer, AP Supervisor, AP Payment Manager, AP Auditor) based on the selected vault(s).
6.Select the appropriate Additional Options.
Note: For more information on the AP Processor, AP Reviewer, AP Supervisor, AP Payment Manager and AP Auditor roles and permissions, see General Tab.
7.Click OK.
Setting up permissions and role responsibilities through Users.
1.To configure new or existing users, from the ribbon toolbar, click Administration.
Note: Requires Administrator permissions.
2.Click the Users dropdown arrow and click Users.
A User Accounts dialog similar to the following displays:
3.For a new user, click the link and follow the detailed steps: Adding Users
For an existing user, continue with step 4.
4.Click Edit User.
The User Properties dialog similar to the following displays, with the General tab active:
5.In the User Properties dialog, click the APFlow tab.
A dialog similar to the following displays:
6.Click to select the role (AP Processor, AP Reviewer, AP Supervisor, AP Payment Manager, AP Auditor) based on the selected vault(s).
7.Select the appropriate Additional Options.
Note: For more information on the AP Processor, AP Reviewer, AP Supervisor, AP Payment Manager and AP Auditor roles and permissions, refer to General Tab.
8.Click OK.