Company Access

Enter, or use Lookup to select, a company ID to assign to this user.

If you plan to assign a company to a user in this screen, you must first set up the company in the Company Taxable Entity Information screen (Accounting\Configure\General Ledger).

Enter, or use Lookup to select, the default taxable entity for the company assigned to the user in this row, as applicable.

If you plan to assign a default taxable entity to a company to which you have enabled user access in this screen, you must first set up the taxable entity in the Company Taxable Entity Information screen (Accounting\Configure\General Ledger).

Enter, or use Lookup to select, the ID of the organizational security group to which this user should belong, as applicable.

You can enter "ALL" in this field to automatically assign this user to all organizational security groups.

If you plan to assign a default org security group to a company to which you have enabled user access in this screen, you must first set up the org security group in the Organization Security Groups screen.

Select this checkbox to suppress the display of labor information when this user opens a screen or prints a report in which labor data would normally display.  

Select this checkbox to suppress the Social Security Number (SSN) when this user prints reports on which this number normally appears. Blanks appear on the report instead of the number.

Note: This checkbox does not affect Payroll reports because you can use org security to limit user rights and because certain government tax reports require the SSN.

Select this checkbox to suppress the display of cost information when this user opens a screen or prints a report in which cost data would normally display.  

Select this checkbox to suppress the display of price information when this user opens a screen or prints a report in which price data would normally display.  

The name associated with the CompanyID field in this row automatically displays in this non-editable field.

The name associated with the Org Security Group ID field in this row automatically displays in this non-editable field.

The name associated with the Default Taxable Entity ID field in this row automatically displays in this non-editable field.

This non-editable field only displays if the Enforce Segregation of Duties Rules checkbox is selected in the Corporate Settings subtask of the System Settings screen (Administration\Configure System). One of the following status statements populates the field:

• System Approved - The system has verified that there are no segregation of duties conflicts for this right

• In Conflict - The system has determined that one or more segregation of duties conflicts exist for this right.  The rights cannot be used unless manually overridden using the Override Segregation of Duties Conflicts application (Administration\Process\Segregation of duties).

• Delete Conflict - An attempt to delete this right has failed, since deleting the rights record would cause one or more segregation of duties conflicts.

• Manually Approved - The system has determined that one or more segregation of duties conflicts exist for this right, but the conflicts have been manually overridden.

• Pending - An assigned right has yet to be checked for segregation of duties conflicts.  The Identify Segregation of Duties Conflicts process (Administration\Process\Segregation of Duties) must be run before this assigned right can be used.

• Delete Requested - An attempt to delete this right must be checked for segregation of duties conflicts.  The Identify Segregation of Duties Conflicts process Administration\Process\Segregation of Duties) must be run before this assigned right can be deleted.

 

Select this checkbox to allow this user to save screen size and layout modifications for all company's users.