You are here: Ajera Help (A-Z) > Financial Statement Designer > designs > Setting up security for the Financial Statement Designer

Setting up security for managing financial statements

When you give members of a role permission to manage financial statements, they can do the following:

Design and print a financial statement from within the Financial Statement Designer.
Create and change statement groups.

Members of a role do not see the > Reports > Manage Financial Statements > Designs option or the > Reports > Manage Financial Statements > Groups option on the menu unless you give them permission.

Note:

Give access to manage financial statements to a limited number of employees. In this way, you can keep track of the financial statement designs and statement groups that are made.

To set up security for managing financial statements

From the > Setup menu, click Company > Roles.

Click the role you want to give permission to manage financial statements, and click Edit.
On the General tab, select the Manage financial statements check box.

Ajera displays the > Reports > Manage Financial Statements > Designs menu option and the > Reports > Manage Financial Statements > Groups menu option for the role members.

Click Save.

Tasks

Setting up a statement title

Setting up columns

Setting up Amounts rows

Setting up totals

Setting up a cell

Setting up workbook properties

References

Financial Statement Designer toolbar