Security Access to Transactions

Your system administrator uses Role Security to specify the types of transactions that a role can access, as well as the functions that the role can perform for each transaction type.

The Accounting tab of Settings > Security > Roles in the desktop application controls a role's access to each transaction type. You can select Full Access to all Transaction Types, which allows all access rights to all transaction types, or you can use the Transaction Type grid to select the types of transactions that the role can access, as well as the functions that they can perform when using the Transaction Center and related advanced utilities.

When assigning specific rights, you can select from:

• Enter: This setting lets a user create a new transaction file for the transaction type. The user can create records in transaction files, modify the contents of existing transaction files, set control totals, establish recurring transactions, delete transaction files, and unlock locked transaction files.
• Report: This setting lets a user create a transaction list report and see and print posting logs for the transaction type.
• Post: This setting lets a user post transaction files and print posting logs for the selected transaction type.
• Company: If you have multiple companies, a Company column displays. By default, this option is set to <All>, to provide access to all of the companies that this role has rights to. However, you can use the drop-down list in this column to limit the role's access rights to one specific company.