Restrict access to accounts
- Helen Gosper
- Denise McGettigan
Typically, access to your organization's financial information is controlled by different factors and usually managed by your Administrator. However, if you have permission to manage financial statements, you can restrict access (for all users) at the account level. For example, if you want to restrict users from accessing sensitive information such as payroll details, you can restrict access to the Salary & Wages account.
When you restrict access to an account, in the statements grid, users will be able to see the total amount for the restricted account but not drill down into the transactional level detail (when you right-click the amount, the Transactions option is not available). In the following example, a restriction is applied to the Salary & Wages account, so users can access transactions for all other accounts (such as Uniforms) except for the Salary & Wages account.
In the Statements window, click Account Restrictions.
Select the checkboxes of the account(s) to which you want to restrict access, then click Save.
Click Close > Close > Yes to rebuild the database.
To allow specific users or groups of users to access the restricted accounts, contact your administrator and ask them to enable this via the Access Restricted Account Transactions checkbox in the user profile settings.