Assigning Scorecard Permissions

You can review and assign a Scorecard permission level to each user on the User Detail page.

Before you can assign permissions, everyone who has a performance scorecard must be set up as a user even if they do not access the Financial Performance Suite (FPS) application. To add users, select Setup > Manage Users from the menu, and then select Add User.

The Scorecard permission level on the User Detail page and the Scorecard User Access page determine which scorecards users can see. A default Scorecard permission level is assigned to each user based on their role.

Select Setup > Manage Users from the menu.
Select the ellipses in the Action column in the row of the user that you want to modify.
Select User Detail.
The User Detail page opens.
Select the Override User Role option, if needed.
This option is already turned on if the user's current permissions are overriding the inherited role permissions.

The Do you want to override the User Role? message appears.
Select Yes.
The override message does not appear if the Override User Role option is turned on when the User Detail page opens.
Select the appropriate Scorecard permission level in the Scorecard panel.
- Select Executive to allow a user access to all regions of the financial institution (FI).
- Select Manager to allow a user access to all the incentive achievement information for the people on their team.
  Tip: Before you can change the Scorecard permission level from User to Manager, you must assign the user to a custom role or a non-standard user role.
- Select User to allow a user access to only their own scorecard results.
The Executive permission level allows users to access users that are associated with them in Scorecard User Access. This permission level is the default for the Administrator standard role.

For the Manager permission level, the list of a manager's direct reports is defined in Scorecard User Access.

The User permission level is the default for all standard user roles except Administrator.
Select Save.