Roles and Security

Roles and Security

Overview


Access to modules in AccountingSuiteâ„¢ is controlled via User Profiles.    Any number of User Profiles may be created containing the needed permission settings for a group of users.    Once a profile is created, it may be applied to one or more users to control their access to various parts of the software.   


Permissions are menu and sub-menu based and can have one of three permission settings:  Full Access, View-only or No Access.    

Full Access permissions allow the user to create, edit and view the documents, tools and reports in the module.
View-only permissions allow the user to view but not edit the item.
No Access permissions hide the item from the user and does not allow them to view or edit.


Permissions may be placed on the main menu module (Sales, Bank, Purchasing, etc) which will apply to all sub-menu items, documents, tools and reports in that module.   Permissions may also be placed on groups of Sub-menu items  (Tools, Reports, Documents) which will restrict access to all items under that submenu of that content type.   Finally each sub-menu item can have permissions placed on it (Sales Orders, Cloud Banking, Re-class tool).    This method of setting permissions allows for very granular control, but for simple needs allows administrators to quickly set permissions of a large number of items.

In short, the process to use this features is the following:
1) Create (or choose an existing) a User Profile,
2) Assign the the User Profile to one or more users.

Creating a Profile


 Note:  Only users with Admin access will be able to complete these tasks.

To create a new User Profile:
  1. Navigate to Admin Panel / Security Settings.
  2. Click the Profiles tab.
  3. Click Create / New.
  4. Give the profile a name.
  5. Assign permissions as desired.
    1. To assign the same permission to all items, use the global permission link in the upper right corner.
    2. To assign the same permissions to all items on a tab, click the tab and then use the link directly to the right of the tabs.
    3. To assign permissions to individual items, use the toggles next to the items.
  6. Click Save and Close.

Adding Users to Profiles


To add a user to an existing profile:
  1. Navigate to Admin Panel / Security Settings.
  2. Click the Users tab.
  3. Double click a user.
  4. Choose a profile from the drop-down list.
  5. Click Save and Close.

Using the Built in Profiles


Four built-in profiles have been provided and include the following:
Administrator - Full Access to all items.
Client Dashboard Only - No access to the application, full access to the Client Dashboard
Reports Only - No Access to tools and documents, Full Access to all reports.
View-Only - View only access to all items.

The built in profiles may not be modified but may be easily copied to customize them for your specific needs.  See the next section for instructions.

Modifying Profiles


Any user-created profiles may be modified after creation, but changes will be applied to all users who have that profile.
If you would like to customize the profile for a subset of users, you may copy it, give it a new name, make the changes and apply to the users.
To modify a profile:
  1. Navigate to Admin Panel / Security Settings.
  2. Click the Profiles tab.
  3. Double click the profile that you'd to edit.
  4. Make the changes to the permissions.
  5. Click Save and Close.

Last Updated  10/27/2021 - JML
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