Step 1. Set up security & users in modeler
Both Administrator and FullAccess Security Roles need to be defined to be able to access pcFinancials fully (Modeler & excel).
- Users in Administrator are granted access to Modeler. And it's enabled on the installation user by default.
- Users in FullAccess are granted access to excel.
- pcFinancials is valid for 1 administrator and 1 Excel budget user.
- Login Modeler → Select your application → OK
- Go to Security Roles → FullAccess → CheckOut → Role Members tab → Add users (domain\UserName)