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Not seeing all Users when adding disbursements in the disbursemnt tab in the EP 5 Web Client

Not seeing all Users when adding disbursements in the Disbursement tab in the EP 5 Web Client

Problem Statement

Not seeing all Users when adding disbursements in the Disbursement tab in the EP 5's Web Client (See attached screen shot)

Cause:

  • User adding disbursements is not setup as proxy for other users.
  • The rights to see users are set by proxy rights. Global proxies see all users, location proxies see all users for that location, other users who proxy for multiple users will only see their own user and the user they proxy for. A user with no proxy rights will only see their own user ID.

    This behavior is set by design. If a user needs to see multiple user IDs they need to be able to proxy for them, or be set as a location or global proxy.

Resolution:

  • Setup User to be a proxy for each user necessary.
    • Global proxies see all users, location proxies see all users for that location, other users who proxy for multiple users will only see their own user and the user they proxy for.
  • Open System Manger > Click on Users in upper left-hand column > User Table will open in the right pane > Right click in the right pane and do a find > Enter the name of the Editing User > Click on User Name to edit settings > Select 'Set User as Proxy' > Select accordingly to the attached file that shows the different settings > Click OK to save.
  • Have the user log out then back in to the EQClient to see the updated User list in the Disbursement entry pick list.

 

Attachments:

Users not showing when adding disbursement in Web Client.jpg (27 KB)

Setting Up User for Proxy Rights.png (81 KB)