Setting Access Control for Accounts

With user groups, you define access to accounts within the file for each group. You can also create account groups to manage bulk access to accounts for user groups.

For example, you may decide users in general can enter data, except for ten restricted accounts. In default, you select input options. You create an account group containing the ten restricted accounts. In the override section, you select that account group and deselect input options. When you give that file to users with the password, the restricted accounts are secure.

If you restrict access to a section of the file using groups, make sure you restrict the user's ability to change the groups by deselecting the Change Account Groups item on Accounts.

  To set accounts access:

  1. From any Strategic Finance view, select File then File Management thenAccess Control.

  2. Select Accounts.

  3. Optional: To set access for account groups, select one in Permission Groups.

    Permission Groups lists available Account Groups. The Default group contains all accounts not explicitly designated to Account Group.

    Note:

    You cannot delete Default.

    • Click Add to add account groups.

  4. In User Group, select a group to display its settings.

  5. Select options:

    • Add/Delete Subaccounts

      Selected—enables you access to create subaccounts.

      Deselected—restricts.

    • Renumber Subaccounts

      Selected—enables subaccount renumbering.

      Deselected—restricts.

    • Editing User-defined Accounts

      Selected—enables access to User-Defined Accounts.

      Deselected—restricts.

    • Allow Input in Actuals

      Selected—enables modifying the Actual scenario.

      Deselected—restricts input in Actual, changing Actual time periods, and changing Base/Actual relationships.

    • Allow Input in History

      Selected—enables modifying historical period data.

      Deselected—restricts modifying historical data, changing historical/forecast boundaries, adding time periods. Disables Consolidator, Currency Translator, importing, and the Beginning option on Add Time Period and Delete Time Period dialog boxes. With Global Assumptions, files receive forecast data, but historical periods do not and attempts to write historical data are logged.

    • Enable Input in Forecast

      The same as Allow Input in History, but applied to forecast periods.

    • Change Forecast Method

      Selected—enables using and modifying forecast methods.

      Deselected—restricts using and modifying forecast methods. With Global Assumptions, changes to forecast methods are subject to validation, and warnings are logged.

    • Modify Notes

      Selected—enables adding, changing, and deleting notes.

      Deselected—restricts.

    • Rename Accounts

      Selected—enables account renaming.

      Deselected—restricts.

  6. Click OK.