Set up and manage security profiles | Access Financials Help Centre

Edit a security profile

You must be logged into Access Financials as an administrator to change a security profile. If you don't have access, speak to your organisation administrators.

Click System, then click Security, then click Profiles.
In the Ribbon, there are options to New (create), Edit and Duplicate existing profiles.
Select the checkbox in front of the profile you wish to update.
Click Edit at the top of the toolbar to open the profile in edit mode.

Explanation of the Details tab on a profile

Option	Description
Name	Mandatory field displaying the name given to the security profile. The name can be changed.
Description	Mandatory field and displays the description you entered when setting up the profile. The description can be changed.
Default SOP Status	Defaults to Full Process and can be changed by clicking on the spyglass when profile is in edit mode or can be edited using the pencil icon at the end of the field when the full record is not in edit mode. As default there are 5 different statuses: Hold Authorise Delivery Authorise Invoice Full Process The selected status is going to be the default status that is pulled through to a sales order for the selected profile.
Default POP Status	Defaults to Full Process and can be changed by clicking on the spyglass when profile is in edit mode or can be edited using the pencil icon at the end of the field when the full record is not in edit mode. As default there are 5 different statuses: Hold Authorise Delivery Authorise Invoice Full Process The selected status is going to be the default status that is pulled through to a purchase order for the selected profile.
Default Sales	Defaults to blank. You can select a sub ledger that you wish to be the default sub ledger on sales type transactions.
Default Nominal	Defaults to blank. You can select a sub ledger that you wish to be the default sub ledger on nominal type transactions.
Default Admin	Checkbox is selected when the user is set up as an Admin user in the Members area within Options and Manage Roles. Can be changed manually.
Default User	Checkbox is selected when the user is set up as a user in Workspace in the Members area within Options and Manage Roles. Can be changed manually.
In Use	Checkbox is selected when the profile is in use Can be changed manually.

Explanation of the Permissions tab on a profile

The Permissions Tab is where you set what the profile can do and it is set up to mirror the Navigation menu on the left-hand side in Financials; however, you can also choose to show as alphabetical. To deny people access to areas, simply go into edit mode, deselect the checkbox click Save.

Add users to profiles

Click System, then click Security, then click Users.
Select the user and click Edit at the top of the screen.
Change the Security Profile field by clicking the magnifying glass and selecting the required profile. After changing, close the Financials tab and reopen it via the Access button to refresh the settings.