BalanceAAP > System Tools > Profile Management

From the BALANCEaap page header,header, enter System Tools > Security / User Management. ClickThen navigate to the BALANCEaap tab. Two sub-tabs will display for Users and Plan Access.

First, on the Users sub-tab, verify that theany new users, added duringto Step A,balanceWORKS, are included.displayed.

Quick Tip: If you are unsure whether a person is listed asa current BALANCEworks user, enter part of the name into the Search field, and click Search.

For the particular user, review the entry in the AAP Permission column, which will be set to the default (as selected during Step B). To change the setting, click the provided [AAPAAP Permission]Permission link. link to open the Assign Permission menu. From the Permission drop-down, select a different Profile. Click Update.[Update].

Remain on the BALANCEaap tab, andbut proceed to Stepthe Dsub-tab (describedfor next).Plan Access, and follow the instructions below.