How to restrict access to companies within SFM?

How do I restrict access to companies within SFM?

SFM is a multi-company accounting system; however, a requirement may arise to restrict access of certain users to certain companies.


On starting SFM, when multiple companies are installed, the user is presented with a list of the available companies to enable the user to select the SFM company that they to work on.


SFM supports such controls as part of the user rights mechanism. SFM's access rights are allocated to User Groups and users enjoy the rights of the User Group to which they are allocated. This functionality is accessible via Group & Permissions under Administration.


To limit the companies accessible to users in a group, following these steps:


  1. Go Administration > Groups & Permissions.

  1. This will present you with the Groups & Permissions grid listing the various User Groups created on the system.
  2. Select the User Group of the users to whom you wish to restrict access.
  3. Click on the Companies Viewable by .... tab in the grid where the ... is replaced by the name of the selected User Group.
  4. If this grid does not contain any companies list, then all the companies on SFM will be viewable in the list of available companies during the Company Selection dialog at the start-up of SFM.
  5. If you wish to restrict the users allocated to that User Group from only accessing a selection of the companies installed, then click on the + icon. You will be presented with a grid at the bottom left side that allows you to select the first of the companies to be viewed.

  1. Select the company from the list provided and click on the Post button.
  2. Repeat this process for each of the companies to be viewed.


Please note that the list of companies in this grid should only include the companies that you wish for users allocated to the selected User Groups to see.


Should you wish to restrict the companies available to a different user group, click on the Groups tab and repeat the process.








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