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Grant Publisher Authorization

  • How To
  • Step By Step

Grant Publisher Authorization

Edit User Permission

To grant publisher authorization:

n1

Show the Publishing section, if collapsed.
Note: To show the Publishing section, click the + icon in the section header.

n2

In the Affiliate Division Region section, expand the function tree to view the divisions and regions for the desired affiliate(s).

n3

Select the checkboxes for the desired region(s).
Note: To select all regions for a desired division, select the checkbox for the division.
Note: To remove a region, clear the checkbox.

n4

In the Select Surrogate Publisher section, from the Available Surrogates box, select the desired surrogate(s).
Note: You can select up to three users from the list of users who are publishers within the same hierarchy.

n5

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Surrogates box.
Note: To remove a surrogate from the Selected Surrogates box, select the surrogate and click the Remove button.

n6

In the Approver section, click the Select button.
Note: The Designate Approver page appears.

n7

To filter by user ID, from the User ID field, type the approver's user ID and click the Search button.

n8

To filter by approver name, in the Last Name and First Name fields, type the approver's name.

n9

To filter by business hierarchy, from the Affiliate, Division, and Region drop-down lists, select the desired values.
Note: To navigate through the list of users, click a page number or click the forward or backward arrow to navigate from page to page.

Click the Search button to display approvers that match the search criteria you entered.

Click the Select radio button next to the name of the person you want to add as an approver.

Click the Select button to confirm your selection and close the Designate Approver window.

From the list of communication items, select or clear the items applicable to the publisher.

Click the Save button to save your changes, or click the Cancel button to close without saving.
Note: A confirmation message appears.

Click the Yes button to confirm, or click the No button to close the window without confirming.
Note: The publisher now has authority to create, modify, copy, and delete the applicable communication items.

Grant Publisher Authorization

  • How To
  • Step By Step

Edit Use

Grant Publisher Authorization

To grant publisher authorization:

  1. Show the Publishing section, if collapsed.
  2. Select the checkboxes for each affiliate, division, or region for which the individual will be allowed to create publications.
  3. In the Select Surrogate Publisher section, from the Available Surrogates box, select the desired surrogate(s).
    Note: You can select up to three users from the list of users who are publishers within the same hierarchy.
  4. Click the Copy or Copy All button to move the selection(s) to the Selected Surrogates box.
  5. In the Approver section, click the Select button.
  6. Filter or search to locate the desired approver.
  7. Click the Select button.
  8. From the list of communication items, select or clear the items applicable to the publisher.
  9. If the publisher has authority to create announcements, select or deselect the level of announcements that the publisher is authorized to create.
  10. Click the Save button to save your changes, or click the Cancel button to close without saving.
  11. Click the Yes button to confirm, or click the No button to close the window without confirming.

  • Edit User Permissions Page Overview
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  • Use the Quick Jump Menu

Grant Publisher Authorization

Edit User Permission

To grant publisher authorization:

n1

Show the Publishing section, if collapsed.
Note: To show the Publishing section, click the + icon in the section header.

n2

In the Affiliate Division Region section, expand the function tree to view the divisions and regions for the desired affiliate(s).

n3

Select the checkboxes for the desired region(s).
Note: To select all regions for a desired division, select the checkbox for the division.
Note: To remove a region, clear the checkbox.

n4

In the Select Surrogate Publisher section, from the Available Surrogates box, select the desired surrogate(s).
Note: You can select up to three users from the list of users who are publishers within the same hierarchy.

n5

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Surrogates box.
Note: To remove a surrogate from the Selected Surrogates box, select the surrogate and click the Remove button.

n6

In the Approver section, click the Select button.
Note: The Designate Approver page appears.

n7

To filter by user ID, from the User ID field, type the approver's user ID and click the Search button.

n8

To filter by approver name, in the Last Name and First Name fields, type the approver's name.

n9

To filter by business hierarchy, from the Affiliate, Division, and Region drop-down lists, select the desired values.
Note: To navigate through the list of users, click a page number or click the forward or backward arrow to navigate from page to page.

Click the Search button to display approvers that match the search criteria you entered.

Click the Select radio button next to the name of the person you want to add as an approver.

Click the Select button to confirm your selection and close the Designate Approver window.

From the list of communication items, select or clear the items applicable to the publisher.

Click the Save button to save your changes, or click the Cancel button to close without saving.
Note: A confirmation message appears.

Click the Yes button to confirm, or click the No button to close the window without confirming.
Note: The publisher now has authority to create, modify, copy, and delete the applicable communication items.

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