Access Financials includes a flexible set of features for security management. This includes support for the following requirements:
Controlling which users can view and edit bank details.
Read only access to records.
Controlling which transaction types users can create.
Creating simple profiles for users who only need limited features.
Security Profiles
Security profiles can be managed within the system to control user access to features They are available within the System Security menu. To access the system security menu:
Click the Financials Menu, then click System.
Click Security, then click Profiles.
The following facilities are available:
New | Create a new security profile. |
Edit | Edit the details of a security profile, including name and description. |
Set Permissions | Control access to features. |
Search | Search functionality to filter the list of security profiles. |
Duplicate | Create a new security profile based on the security profile you're duplicating, including approval rights. |
Delete | Remove the security profile. This cannot be deleted if assigned to a user or set as a default. |
Permissions
Permissions are set against security profiles and control what features users can access. Permissions are shown in a hierarchy, which relates to the modules and the main navigation menu. Administrators can expand and collapse this hierarchy to see what permissions are granted to each role.
The following general principles apply to permissions in Access Financials:
Most permissions directly relate to a screen within Access Financials.
If you set a permission which needs to have a view rights to work, e.g. Customer - Edit, the related view permission is automatically set.
Granting permissions never take features away.
Permissions do not affect what users can do in another system, which are integrated with Access Financials.
Users cannot see features which they do not have permission to access.
Administering Permissions
When editing permissions you can set them individually or using the hierarchy. The following can also be done when working with permissions:
Export to CSV | Generates a CSV file of permissions on this role (reflects any filter). |
Export to Excel | Generates a Microsoft excel file of permissions on this role (reflects any filter). |
Sort Alphabetically or by Navigation | Order alphabetically or to reflect the main navigation menu. |
Filter | filter the list of permissions to those which contain the entered text. |