Configuring Access Level permissions for user groups
Permissions for access levels are configured in the Groups
& Permissions page. Here you can control whether a user group can view
transactions or have permission to post and do other actions in your nominal,
sales, or purchases ledgers.
First, you need to have Access Levels created in your system before you can configure Access Level permissions for your user groups.
To configure
permissions for access levels, go to Administration
> Groups & Permissions,
select a user group from the Groups
tab, and then open the Access Level
Control tab in the Groups And Permissions window. Then, Insert a record (plus button), choose
an Access Level Code from the
dropdown menu, and then configure the permissions.
Below are summaries about the controls available for Access
Levels.
View: transactions
When
this is enabled for an Access Level, users will be able to view all
transactions of the account.Nominal posting: nominal entries
When this is enabled for an Access Level, users will be able to post nominal entries in Nominal ledger accounts.
Sales posting: income entries
When this is enabled for an Access Level, users will be able to post sales transactions (IN, CN, AD, and AC) from the Sales ledger.
Sales posting: bank/cash/others
When this is enabled for an Access Level, users will be able to post receipts, write-offs, discounts, etc., from the Sales ledger.
Below are examples of sales functions wherein users are permitted to use the accounts tagged with Sales posting: bank/cash/others.
Purchases posting: expense entries
When this is enabled for an Access Level, users will be able to post purchases (IN, CN, AD, and AC) from the Purchases ledger.
Purchases posting: bank/cash/others
When this is enabled for an Access Level, users will be able to post payments (remittances), write-offs, discounts, etc. from the Purchases ledger.
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