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Function Security in Cash Management

Use function security to control user access to selected Cash Management functions. By default, access to Cash Management functionality is not restricted; you must ask your system administrator to customize your responsibilities to restrict access. Your system administrator customizes each responsibility at your site by including or excluding registered functions and menus of functions for a responsibility in the Responsibilities window.

The following examples are common results that enforcing function security may produce:

Note: Some forms and menus, when excluded from a responsibility, may affect more than one window or function. For example, your system administrator could create a responsibility that allows a user to view cash forecasts, but not update them by including the View Cash Forecasts window, but not the Cash Forecasts window.

Note: Some buttons access more than one window or function. For example, in the Reconcile Bank Statements window, the Create button allows users to create cash receipts, regular payments, and miscellaneous receipts and payments by displaying a list of values (AP Payments, AR Receipts, Miscellaneous) to choose from after the button is selected. The create button is disabled only if all Create functions are disabled.

Use function security to control use of the following Cash Management functions.


Overview of Function Security

How Function Security Works

Implementing Function Security

Defining a New Menu Structure

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