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How to identify EERP roles linked to CM permission groups by User
How to identify EERP roles linked to CM permission groups by User
Description of Issue
For site administrators looking to understand how EERP roles are linked to CM permission groups.
Context
- EERP
- Permissions
- Content Manager
- CM
Cause
CM permissions have not been applied to users ID in CM.
Resolution
Follow these steps to verify that at least one or more Munis Role is linked to TCM permissions groups.
- From Tyler Menu > System Administration > Security > User Attributes.
- Click Search > Enter User Id or Name > Accept.
- Click on Data Access tab.
- Scroll to bottom of Product list to locate the TylerCM group access category to see if the Access level is set to None or Limited.
- None indicates the user is not assigned to any roles linked to TCM permissions groups.
To apply permissions to access TCM review How to link a Munis Role to a CM permission group from User Attributes. - Limited indicates the user is assigned to at least one role linked to a TCM permission group.
Click View Detail at the bottom left of the Product list to open the TylerCM Group Access screen.- User Account Detail tab shows the TCM groups applied by the linked role.
Note: If the linked TCM permissions do not provide the access necessary to a programs mappings refer to the instructions in the link above to apply permissions. - Role Access Summary tab shows the Munis Role that applies the TCM permission group.
- User Account Detail tab shows the TCM groups applied by the linked role.
- None indicates the user is not assigned to any roles linked to TCM permissions groups.
If CM permissions are linked as expected, EERP Role Calc will need to be forced to process over the EERP User ID to apply the permissions in CM.
For further instructions follow How to sync users and CM Permissions from EERP to CM.
If all steps have been verified and the error persists please contact EERP Support.
Additional Information
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