Add DFA Levels and Assign Users

Only users with the role of DFA Administrator, Global Admin or Cloud Admin can manage the DFA levels, and the level of financial authority delegated to a user.
See Roles and Permissions for more information.

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Add or Delete a DFA Level

To add a DFA level, follow the steps below.

 

1. From the Summary screen of your virtual cloud, select the Options Cog Manage Delegated Financial Authority.

 

 

2. In the Manage Delegated Financial Authority screen, there are two DFA levels are provided by default. These are 'Zero' and 'Unlimited'.

Select Add Level to add additional levels for each virtual cloud (parent or child). This gives you the ability to set the ‘spend’ limits and apply these against your own users.

 

 

3. The Add Delegated Financial Authority Level screen appears. Complete the fields and click Create.

 

 

4. A DFA Level can be deleted if no users are assigned to it. The screenshot below shows an organisation with multiple DFA levels in place. The red cross  shows that the DFA Level has no users. Click this to delete the DFA level.

 

To remove users, see Remove a DFA Level from a User.

 

 

5. A confirmation window will appear. Select Delete to confirm.


Assign a DFA Level to a User

 

Only users with the role of DFA Administrator, Global Admin or Cloud Admin can manage the DFA levels, and the level of financial authority delegated to a user.

When a user is created in CloudCreator, they are assigned an initial DFA level of Zero. If they have the role of Global Admin or Cloud Admin, they default to Unlimited. In all cases, a user's DFA level can be set to a different value, as long as at least one user is set to Unlimited.

 

Follow these steps to assign or modify the DFA level set to a user.

 

1. From the Summary screen of your virtual cloud, select the Options Cog > Manage Delegated Financial Authority.

 

 

2. In the Manage Delegated Financial Authority screen, locate the DFA Level you want to assign or modify and click the Manage Users link.

 

 

3. The Users screen shows a list of Available Users and Existing Users for the DFA Level. Users are grouped by the DFA Level they manage, e.g. Unlimited, Zero, etc.

 

 

4. In the Available Users column, locate the user that you want to assign to the DFA Level and click the plus icon    next to their name.  Their name will move into the list of Existing Users as shown in the screenshot below.

 

To cancel the move, click the cross icon before clicking Save.

 

 

5. A notification will appear at the top of your screen to confirm the assignment of the user to the DFA Level.

 


Remove a DFA Level from a User

Once a user has been assigned to a DFA Level, they can be removed by selecting Remove in the Existing Users column for the DFA Level (see screenshots above).

 


View the Level and User Audit Logs

To access the Level Audit Log or Users Audit Log follow the steps below.

 

1. From the Summary screen of your virtual cloud, select the Options Cog > Manage Delegated Financial Authority.

 

 

2. From the Manage Delegated Financial Authority Screen select either Level Audit Log or Users Audit Log. Each of these screens is described below.

 

 

The Level Audit Log shows the changes to each of the DFA levels, by whom and the date/time. It includes a reporting 'Level ID' which is an internal CloudCreator reference for the DFA level. This is the unique identifier for each DFA level.

 

 

The User Audit Log shows the changes have been made to the DFA level, by whom and the date/time.

 


 

 

 

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