Applying Security to a Ledger

CUSTADMIN access only

There are three levels of security that can be applied to a ledger.

  • Define a minimum access level. Only users belonging to a user group with an access level greater than or equal to the chosen level will be able to see the ledger.
  • Determine whether documents can be posted to the ledger.
  • Specify security roles which restrict access to specific data functions such as viewing, modifying, posting data to users with the selected security role.
  1. Select Masters > Ledgers from the menu bar.
  2. The Ledger Maintenance dialog is displayed.
  3. Choose from the following options:

Defining minimum access levels

By default, the Access Level for a new ledger is set to 3. This can be increased to restrict access to the ledger if required. Only users belonging to a user group with an access level greater than or equal to the chosen level will be able to see the ledger.

Setting whether documents can be posted to the ledger

The Input Allowed check box is selected by default and should only be deselected if you want to prevent documents from being posted to this ledger.

Restricting access using security roles

Security roles can be used to apply security restrictions to ledgers. Without them, any user with the applicable access level can view and maintain the ledger and its associated data.

Security options for ledgers are accessed by clicking the Security button. The Ledger Security Maintenance dialog is displayed.

When defining security roles for ledgers, the following options are available:

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Select the required roles then click the Close button to save the changes.

The following example shows the security settings applied to the PURCHASE – Purchase Accounts ledger. The settings shown indicate that users who have the L_PURCHASE security role assigned can view the ledger, post documents to the ledger, view accounts within the ledger (i.e. the suppliers) and modify the account properties. Only users with the Z_SYSADMIN can modify the ledger properties.

ledger_security_maintenance_dialog_purchase_ledger.png

Whichever role is shown in the drop-down list, the same role must be assigned to the applicable user group in order to give them access to that part of the system.