Assign Tool to Multiple Employees
These steps explain how to grant a group of employees access to a particular tool or tools in CU*BASE.
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Following the steps below will allow the employees to launch the tool from all access points on the CU*BASE home screen (by entering the tool #, by entering the tool shortcut, etc.).
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With some tools such as BSA Configuration, Cashed Check Fee Configuration, Check Printing Fee Configuration, and Dormancy Configuration, when you complete the steps below, a window will appear asking if you would like to give the employees view-only access or full access to the tool. In this case, select view-only access if you would like the employees to be able to see the current tool settings but be unable to change any settings. Select full access if you would like the employees to be able to both view and change settings.
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After following the steps below, ask the employees to log out and back in to CU*BASE to access their new tool assignment.
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Please note that some tools do not require special security and are therefore not listed on the Assign Tools to Employees screen. Learn More
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Launch Tool #327 CU*BASE Employee Security.
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Click All Tool Assignments in the bottom left corner of the Employee Security Maintenance (Employee IDs) screen.
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Select the tool you would like to assign to the group of employees on the Assign Tools to Employees (All Available Tools) screen.
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Use the Control key to select multiple tools.
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Click Assign to Employee.
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Select the employees to which you'd like to assign the tool(s) on the Employee Selection pop-up.
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Use the Control key to select multiple employees.
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Click Select.