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:
- View transactions
- Post nominal entries
- Post sales transactions (IN, CN, AD, and AC)
- Post sales receipts, write-offs, discounts, etc.
- Post purchases transactions (IN, CN, AD, and AC)
- 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: