Grant Access To File Transfer

Owned by Knowledge Assistant
Last updated: Aug 30, 2024
2 min read
Description of Issue
  • I need to give access for one of my employees to File Transfer under System Admin so they can retrieve the direct deposit file.
  • I spooled a report and do not have access to File Transfer to retrieve it in the Spool Directory. 
Context
  • File Transfer 
  • System Administration 
  • User Attributes
  • Roles
  • Payroll
  • Direct Deposit
Cause

User does not have access to use File Transfer

Resolution
  1.  Navigate to User Attributes (Munis > System Administration > Security > User Attributes)
  2.  Click Search and search for the Employee that is getting access to file transfer.
  3. Choose the role that is going to be given access and select Edit Role on the bottom left
  4. Click Menu Security
  5. Click System Administration > Miscellaneous Administration > File Transfer
  6. Check the check box for File Transfer
  7. Once the box is checked off please have the user log out of Munis and Log back in
    1. Note: the user getting the access might need to refresh their tyler menu card and or clear their browser cache for the update to take effect. Manually Refresh the Tyler Menu Hub Card Master Article - Clear Browser Cache

Once menu access has been granted, you may need to grant the individual program function permissions to the user role:

  1.  Navigate to User Attributes (Munis > System Administration > Security > User Attributes)
  2. Search for the User Id
  3. Review the roles assigned to the user listed user the Roles section toward the bottom of the screen. 
    1. Under the Grants Access to column, look for a Role that grants access to System Administration
  4. Highlight the Role you want to edit - Please note editing a Role impacts all users assigned to that role.
  5. With the Role highlighted, select the Edit Role option under the list of roles.
  6. Select the Munis System folder
  7. Select Update
  8. Under the File Transfer section, one or more of the permissions boxes need to be selected based on what the user needs access to.
  9. Select Accept to save.
Additional Information

If user is still unable to see Direct Deposit file in Spool check:

Spool Directory only showing personal saved reports

How to find payroll direct deposit file in spool directory