Configuring Accounts Access Options

  To configure account access:

1. Access Edit Default Access for <databaseName/entityName/entityGroup>.

   See About Assigning Default Access.

2. Select Accounts.

3. Select the Permission Groups.

   Permission Groups displays account groups classified as Permission Groups in the source entity.

   Default contains accounts not belonging to account groups.

   • Click Add to add new groups. See Adding Permissions Groups.

   • Select a group and click Delete to delete.

     Note:

     You can add or delete account groups, but you cannot delete the universal Default group.

4. Select Accounts options:

   • Add/Delete Subaccounts

     Enables modifying subaccount structures.

   • Renumber Subaccounts

     Enables renumbering subaccounts.

   • Edit User-defined Accounts

     Enables modifying user-defined accounts: memo, ratio, and covenant.

   • Allow Input in Actuals

     Enables modifying data and time periods in the Actual scenario.

   • Allow Input in History

     Enables modifying data and historical/forecast boundaries in historical periods.

   • Allow Input in Forecast

     Enables modifying data and historical/forecast boundaries in forecast periods.

   • Change Forecast Method

     Enables modifying forecast methods.

   • Modify Notes

     Enables changing, adding, and deleting notes.

   • Rename Accounts

     Enables renaming accounts.