How to create Access Levels in SFM

How to create Access Levels in SFM

After enabling access level security controls for SFM, you can create access levels for your company's SFM installation. This will be done in the Administration > Access Levels window. After creating Access Levels, you will then be able to configure the levels of access they will have, such as access to view transactions, nominal postings, sales postings, and purchases postings.

To create Access Levels in SFM, go to Administration > Access Levels. Insert a new record and enter a code and description for the Access Level. Click Save to confirm the changes.
​

Tips for creating Access Levels

To help you with creating an Access Level, consider which ledger or postings window the user will primarily use. For example, if a sales clerk only needs access to view transactions and have access to nominal and sales postings, create an access level coded as SALES and described as Sales posting. You can then configure the permissions for this Access Level, such as permissions to view transactions, post nominal entries, and post income entries in your Groups & Permissions window. 


The image above illustrates examples of Access Levels. Please consider your own company’s needs. These above examples are not definitive for all use cases.

After creating Access Levels, you can configure permissions for them in your Groups & Permissions page before assigning them to your chart of accounts.


    • Related Articles

    • 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 ...

    • Assigning Access Levels to chart of accounts

      After you have configured permissions for Access Levels in the Groups & Permissions tab, you can then assign Access Levels to your accounts in your Chart of Accounts window. There are two ways to assign Access Levels to a chart of accounts: ​ To a ...

    • How to enable Access Levels in SFM

      In order to use access level controls in your SFM system, the control must be enabled in your company maintenance window. After it is enabled, you can then set up Access Levels and configure permissions to view transactions, nominal posting, sales ...

    • 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 ...

    • Provide access to SBS application on a new user profile

      New user requires access to SBS application already installed on a PC There are situations where an SBS application is already installed on a PC or laptop and a new user profile that starts using the mentioned devices requires access to the installed ...