Set Up Account Level Security

Access this form with Administrative user rights using Security>Set Up Account Level Security. It is only available if the Advanced Security module is installed.

Use this form to grant or deny a user access to accounts. Once you set up Account Level Security, it is effective for applicable transactions and reports in which the user has been assigned rights (Security>Set Up Organization Menus).

Users (Security>Maintain Users or Set Up Organization Menus) must have been previously set up in order to use this form. And, this form is only available if "Activate Account Level Security" and at least one segment was selected using Security>Set Up Account Level Segments.

Account level security is addressed by the system at three levels. To apply security at the:

• Organization Level - Select "Activate Account Level Security" on the Security>Set Up Account Level Segments form.
• Segment Level - Select segments on the Security>Set Up Account Level Segments form.
• User Level - Select "Enable Account Level Security" on this form.

Therefore, even if the "Enable Account Level Security" check box is selected on this form, account level security does not work unless "Activate Account Level Security" and at least one segment is selected on the Security>Set Up Account Level Segments form.

 

Type: Select a type of User or Group.

ID: Select the user or group ID to which you want to assign account codes. This ID was assigned when the user or group was created (Security>Maintain Users or Maintain Groups).

Enable Account Level Security: Select this check box to activate account level security to accounts for the selected user. If you want to set up account level security, but do not want to apply it immediately, do not check this box. However, if a user does not have this selected, they have access to all accounts. (This check box is only available if User is selected in the Type box.)

Display All Accounts: Select this check box to view all account codes for the user and any groups in which they are a member. The group ID appears in the Groups column of the Selected Items box. (This check box is only available if User is selected in the Type box.)

Allow/Deny Access To Accounts: This title changes depending on what option was selected using the Security>Set Up Account Level Segments form—"Allow Access" or "Deny Access." Available account codes are being filtered according to the segments selected on that form. (This entire group box is disabled if the Display All Accounts check box is selected.)

• If the title is Allow Access to Accounts, the user or group is granted access to account codes moved to the Selected Items box.
• If the title is Deny Access to Accounts, the user or group is restricted from account codes in the Selected Items box.

This group box contains the account code <Blank>. The blank account code is provided for reporting purposes, when an organization has non-balancing and restriction segments. This allows the blank account codes to be assigned in account level security so that the user can print the blank account codes.