Updating Account Level Security

Note: Account Level Security is only available if the Advanced Security module is installed.

If the System Administrator makes any of the following administrative changes, all users' Account Level Security is updated, regardless of whether or not the System Administrator's change directly affects them. Therefore, online users might need to close and reopen the form they are currently in. Users cannot be deleted if they are logged on the system. In general, we suggest that changes be made when most users are logged off the system, if possible. For more information, see the "When Security Changes Take Affect" topic.

Action	Associated Form
Modify, add, or delete user information	Security>Maintain Users
Modify, add, or delete group(s) or group information	Security>Maintain Groups
Modify, add, or delete a chart of accounts code	Maintain>Chart of Accounts Codes
Modify any segment information	Organization> - Organization Information - Organization Preferences (Account Code Combinations setup for segments) - Set Up Modules>All Modules
Modify Account Level Security setup	Security>Set Up Account Level Segments
Modify Account Level Security for users/groups	Security>Set Up Account Level Security

Note: These updates are effective in the current organization only.