Access Levels in SFM

Access Levels in SFM: an overview

Access Levels are security and permission configurations that allow you to choose to which accounts various users of your SFM system have access. This enhancement to SFM helps you control to which accounts users can post and for which accounts they can view transactions.

With Access Levels enabled, you can help users focus on specific areas of the system and remove high-level data, such as employees' wages, from others. Access Levels let you configure how each of your other SFM users can use the system.

With Access Levels, you can configure permissions for users to:
  1. View transactions
  2. Post nominal entries
  3. Post sales transactions (IN, CN, AD, and AC)
  4. Post sales receipts, write-offs, discounts, etc.
  5. Post purchases transactions (IN, CN, AD, and AC)
  6. Post purchase payments, write-offs, discounts, etc.

Access Levels are assigned to user groups, from which you as the system administrator can configure the particular permissions for each Access Level. You can configure any combination of permissions for Access Levels as you please, giving you the flexibility to provide access to ledgers and functionalities in SFM to others users as you see fit. For example, you can allow clerks access to only sales accounts, while providing posting abilities to purchase accounts to only your accountants.

After creating and configuring Access Levels, you can tag them to your chart of accounts. When chart of accounts are tagged with an Access Level, only user groups assigned with that same Access Level can make postings with those accounts.

Below are help articles to help you enable, create, and configure Access Levels in SFM. We recommend you to follow them in the following order:
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