Check security roles assigned to a nominal, ledger or account
To allow user groups to view and post within the system the need access to the nominal, ledger, and account that is being selected.
When you have identified the security roles, you can assign them to users via Financials Administrator.
The access is split into separate actions:
| Action | Description |
| View | View the nominal, ledger, or account |
| Modify | Make changes to the nominal, ledger, or account |
| Post | Post transactions to the nominal, ledger, or account |
| Add Ledger | Change the ledger linked to a nominal |
| View Accounts (Ledgers Only) | View the accounts on the ledger |
| Modify Accounts | Make changes to the accounts on the ledger |
It is not possible to give a user access to amend accounts whilst restricting the editing of bank details.
Checking ledger security
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Go to Maintenance > Ledgers, select the ledger, then select Security.
Checking nominal security
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Go to Maintenance > Nominals, select the nominal, then select Security.
Checking account security
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Go to Maintenance > Accounts, select the ledger, then select the account.
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Select the Security tab.
If an account does not have any roles assigned on the Security tab, then the system will use the security roles on the ledger.
Select the following sections to find out where the security roles are located:
Security Reports Dashboard
There are several useful security reports on the Reporting Suite. These can be found under the Additional Reports section.