When Security Changes Take Affect

When you make changes to Account Level Security, the changes do not always take affect immediately. Sometimes, the form must be closed and reopened.

Account Level Segments

If changes are made by the Administrator on the Security>Set Up Account Level Segments form, the changes are available immediately on reports, but not necessarily for transaction entry forms or the Security>Set Up Account Level Segments form.

The following table explains what must be done in order for the changes to take affect:

Action	TE	Set Up Account Level Security
Change Activate Account Level Security (On/Off)	Form must be closed and reopened	N/A
Change Segment Name (On/Off)	Form must be closed and reopened	Change the User/Group or close and reopen the form
Change Allow to Deny or Deny to Allow (On/Off)	Form must be closed and reopened	Immediately
Change Print Disclaimer on Report (On/Off)	N/A	N/A

Account Level Security

If changes are made by the Administrator on the Security>Set Up Account Level Security form, the changes are available immediately on reports, but not necessarily for transaction entry forms.

The following table explains what must be done in order for the changes to take affect:

Action	TE
Move Accounts from Selected to Available or Available to Selected	Form must be closed and reopened
Change Enable Account Level Security (On/Off)	Form must be closed and reopened

The system updates Account Level Security when an existing document is selected on the Transaction Entry form. It updates again, when a new or existing document is Saved or Posted.