Record Security
Note: Don’t see this yet? In web view, bank security groups and user security are currently in Limited Availability (LA) for some of our customers.
From Control panel, Record security in web view, use bank security groups to categorize your bank accounts and determine the level of view and edit access. You can then assign users to those groups and ensure they access only the bank accounts you specify.
You can also manage signature security which gives specific users permission to use only the signatures you specify.
Previously, you worked with these settings from Administration, Set up system security in database view. Note that you can still view bank security groups in the database view as read-only.
Note: For those of you who worked with Treasury permissions in web view, you managed bank account permissions within the Treasury role. Now, you'll manage these permissions from Control panel, Record security.
Bank security groups and users
From the Bank security groups tab, view a list of existing groups or add new ones. Select New, enter a name and description, choose view and edit access, and save.
Tip: Since you'll likely have numerous bank security groups, we recommend using descriptive names you can easily identify.
Use the menu next to each group in the list to quickly edit or delete.
After you work with groups, you'll assign users as necessary. This ensures users access only the bank accounts you specify. As people join or leave your organization over time, you'll need to maintain access.
From the User security tab, search for and view the list of existing users. From the menu of a user, select Manage bank security groups and select (or clear) groups as necessary.
User security - signatures
For a consistency, choose which signatures a user can access and use. From the User security tab, search for and view the list of existing users. From the menu of a user, select Manage signature security and select (or clear) signatures as necessary.
User security - accounts and projects
To ensure data integrity and confidentiality, determine which accounts and projects a user can access. From the User security tab, search for and view the list of existing users. From the menu of a user, select Manage account security or Manage project security. You can then grant or prevent access to all or selected accounts and projects.
Tip: When you select accounts or projects (by Range or Selected), you can use an asterisk or space followed by a combination of numbers, letters, or additional spaces. For accounts, the values you enter (and their order) must match the account structure and separators you defined in General ledger settings.
Why is Query selected and unavailable?
For some of you, Query may be selected and unavailable if you based account or project security on a query in database view. In web view, full support for basing security on a query will be available in a future release.
Warning: If you no longer want to base security on a query, you can choose to grant or deny based on Range or Selected instead. When you update and save, you can’t revert back to Query.