Setting the Minimum Data Access Levels
Access levels determine the minimum level required to access specific data in the system. The levels range from 0-9. Typically, ‘standard’ users have level 3 access, ‘power’ users have level 8 access, whilst System Administrators have level 9 access. The access levels are defined via user groups, then the minimum access level required for the specific data (such as ledgers, nominals, accounts, etc) is specified within the data properties. For more information on access levels, see Overview of Security Levels.
By default, all data has a minimum access level of 3. Therefore, a user group with an access level of 3 can view and maintain all.
Access to the data stored on the system is then defined in either the General or Security tab of the appropriate Account Maintenance dialog. The following example shows how to restrict access to a VAT period.
- Select Masters > Ledgers from the menu bar. The Ledger Maintenance dialog is displayed.
- Select the VAT Ledger then click the Accounts button. The Accounts Maintenance dialog is displayed.
- Select the General tab (or Security tab as applicable), amend the Access level as required then click the Apply button.