ACFR - Update roles

How to update a role for ACFR?

• Annual Consolidated Financial Report (ACFR)
• Configuration & Set Up
• User Access
• Settings

Site needs additional role access on an existing assigned role

1. Navigate to the ACFR dashboard: https://YOURPORTAL.tylerportico.com/acfr/dashboard/
2. In the URL bar, replace the word “dashboard” with “roles” (e.g. https://YOURPORTAL.tylerportico.com/acfr/roles)
3. Select Role
4. Select needed Role to update
5. Role Access on left hand side of screen
   • Expand '>' chevron for Reconciliation notes
   • If you want to give all access to this Role, you can check the box next to the ACFR label for Reconciliation notes
   • If you want to give access to just certain ACFR areas, click on the expand chevron, then select just those areas you want to grant access to
6. Apply access changes at the bottom of screen, might need to scroll down
   • This will update all users assigned to the role

• ACFR User role and permission migration
• ACFR - Add roles