Become a Workspace Wizard: Learn How to Restrict Access to Budget Forms

One of’s most recent enhancements gives the Workspace Owner, AORs with MPIN access, and the E-Business Point of Contact (EBiz POC) the ability to restrict access to budget forms.

These forms often contain confidential information, such as salary data. With Release 16.0, participants in a workspace can be prevented from viewing budget forms.

Become a Workspace Wizard

Learn how to do this as a Workspace Owner or as an AOR with MPIN access, and you will be one step closer to becoming your organization’s in-house Workspace Wizard (funny-looking hat not required).

Example Scenario

Let’s say you already have a workspace set up. There is one user who does not need to have any access to budget forms – we will call him George Washington. Here’s what you can do:

First, go to the Participants tab of your workspace and look for that user’s record.

Click the Manage Access link

Next, click the Manage Access link.

In the pop-up window, toggle George Washington’s access to “Non-Budget Forms” (Sorry, George).

Toggle Form Access

Then click Save.

Near the top of the workspace, you will see a success message. And in the Form Access column, “Non-Budget” will appear in George’s workspace user record.

Updated Form Access Level

Did you miss Part 1 of this series? Click here to get up to speed. You can also find more detailed how to instructions in the Online User Guide.