Controlling Access to Account Registers
You can control access to account registers by account register type and role. For example, you may allow an analyst to view only expense account registers. This access is controlled by permissions.
To control access to an account register type by role:
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Go to
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Click the Edit or Customize link next to the existing role you want to modify, or click New Role to create a new role.
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In the Permissions subtab, click the Lists subtab.
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In the Permission column, select the account register you want to modify the permission for from the dropdown list. For more information on available account registers, see Available Account Registers.
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Select the desired level for the permission. The options are:
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None – User doesn’t have access to existing account registers. The user cannot create new, view existing, edit existing, or delete existing account registers. For more information, see Setting Permissions.
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View, Create, Edit, or Full – With the View permission level, the user can view and customize all account registers, not just the ones they specifically have access to. The other permission levels grant the same access as View.
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Click Save.