Set Up Account Level Segments

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

Use this form to activate account level security to specific segments for the active organization. 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).

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

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

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

 

Activate Account Level Security: Select this check box to "turn on" account level security for the active organization. If you are using this feature and then decide to turn it off, the system may retain all security setup depending on how you respond to a system message.

If this check box is not selected, the account level security feature is inactive for the organization. Consequently, all users have access to all accounts.

Segments: The system displays all segments for the active organization. Once the Activate Account Level Security check box is selected, choose the segments that require account level security.

The segments selected on this form determine the accounts that display on the Security>Set Up Account Level Security form. In essence, all segments that are not selected here are filtered out of the Set Up Account Level Security form and all users will have access to these segments.

Options Allow Access, Deny Access: Select either of these options depending on if you want to grant or restrict access to accounts on the Set Up Account Level Security form.

• If the majority of users and groups will be granted access to accounts, select the Allow Access option.
• If the majority will be denied access to accounts, select the Deny Access option.

This reduces the number of accounts that need to be selected on the Set Up Account Level Security form. For example, if the active organization contains a segment named "Fund," and "Fund" and "Allow Access" are selected on this form, the Set Up Account Level Security form would only display accounts for the "Fund" segment and would be ready to grant access to the accounts. Alternatively, if "Deny Access" is selected, the form would still only display "Fund" accounts, but would be ready to deny access to the accounts.

Print Disclaimer on Report: Select this check box to print the disclaimer "This report may be affected by Account Level Security" in the header of every report that will have account level security applied to it. Also, an asterisk (*) prints after the report title.