Lesson 2: Who sees what

You determine who can access specific areas of Ajera by defining security groups and assigning employees to them. Those employees then have access to areas of Ajera based on the settings you define for their security access.

Often the accounting manager and principal have unlimited access to all reports, inquiries, and financial statements. They then grant access to others, as needed, for viewing and printing individual reports, inquiries, and financial statements.

Unlimited access to reports and inquiries

For those in your firm that need unlimited access to all reports and inquiries, you set one option which allows them to do the following:

• View and print all reports, and manage custom reports
• View and print all inquiries, change existing inquiries, and create custom inquiries

Company > Security > General tab

Sharing reports and inquiries

Some of your reports and inquiries may be confidential. Other reports may need to be shared with only certain employees in your firm. Yet other reports may need to be available for many of your employees.

For reports and inquires, you set security for each report and inquiry so you can carefully control access to it. It's a simple and easy way to ensure that your information is available to the right people.

Reports Company > Security > Reports tab	Inquiries Company > Security > Inquiry tab

Unlimited access to the Financial Statement Designer

For those in your firm that need access to create, produce, and distribute financial statements using the Financial Statement Designer, you set one option.

Company > Security > General tag

Sharing financial statements

Your financial statements must often remain confidential, available only to those who need to prepare or review them.

Only members of security groups who have been granted unlimited access to the Financial Statement Designer can create, produce, and distribute the financial statements that they create in the designer.

Those employees then make individual statements available to other security groups by using statement groups. Statement groups are a simple way of making statements appear on the Reports menu for only employees of a specific security group.

Company > Security > Reports tab

Test your knowledge

Quiz: Who sees what

Next

Lesson 3: Training others