Restricted Transactions
The following table lists all transactions that have some type of account security. The following notation is used to describe the type of account security:
- Account-oriented. This notation is used if the respective transaction uses basic account security (i.e., the user must belong to at least one data access role that has access to the account's access group in order to see the information).
- Person-oriented. This notation is used if the respective transaction uses person-oriented account security. Refer to Persons Can Also Be Secured for more information.
- Premise-oriented. This notation is used if the respective transaction uses premise-oriented account security. Refer to Premises Can Also Be Secured for more information.
- None of the above. Some unusual transactions have unusual implementations of account security. These are described below.
Transaction |
Type of Account Security |
Account |
Account-oriented |
Account Bill / Payment History |
Account-oriented |
Account Financial History |
Account-oriented |
Account Interval Info |
Account-oriented |
Account Payment History |
Account-oriented |
Account Person Replicator |
Account-oriented |
Account SAs for Debt Class |
Account-oriented |
Adjustment |
Account-oriented |
Adjustment Calculation Line Characteristics |
Account-oriented |
Appointment |
Premise-oriented |
Bill |
Account-oriented |
Bill Print Group |
Person-oriented |
Bill Segment |
Account-oriented |
Billable Charge |
Account-oriented |
Budget Review |
Account-oriented |
Case |
Account-oriented, Person-oriented and Premise-oriented |
Collection Agency Referral |
Account-oriented |
Collection Process |
Account-oriented |
Contract Option |
Account-oriented |
Control Central |
Account-oriented, Person-oriented and Premise-oriented |
Customer Contact |
Person-oriented |
Cut Process |
Account-oriented |
Declaration |
Account-oriented |
Deposit Review |
Account-oriented |
Field Activity |
Premise-oriented |
Field Order |
Premise-oriented |
Financial Transaction |
Account-oriented |
Financial Transaction on a Bill |
Account-oriented |
Financial Transaction on a Payment |
Account-oriented |
Interval Profile |
Account-oriented (for SA-specific profiles) |
Landlord Agreement |
Account-oriented |
Loan |
Account-oriented |
Match Event |
Account-oriented |
Multi-Cancel/Rebill |
Account-oriented |
Non-Billed Budget |
Account-oriented |
Order |
Account-oriented, Person-oriented and Premise-oriented |
Overdue Process |
Account-oriented |
Pay Plan |
Account-oriented |
Payment |
Account-oriented |
Payment Arrangement |
Account-oriented |
Payment Arrangement for Bills |
Account-oriented |
Payment Event |
The user must have access to ALL accounts linked to the payment event. |
Payment Event Quick Add |
The user must have access to ALL accounts linked to the payment event(s). |
Payment Quick Add |
Account-oriented |
Payment / Tender Search |
Account-oriented |
Person |
Person-oriented |
Premise |
Premise-oriented |
Premise Management |
Premise-oriented |
Quote |
Account-oriented |
SA Billing History |
Account-oriented |
SA Cash Accounting Balance |
Account-oriented |
SA Financial History |
Account-oriented |
SA Relationship |
Account-oriented |
Service Agreement |
Account-oriented |
Service Credit Event |
The user must have access to ALL accounts linked to the service credit membership that has the service credit event. |
Service Credit Membership |
The user must have access to ALL accounts linked to the service credit membership. |
Service Provider SA Relationship |
Account-oriented |
Severance Process |
Account-oriented |
Start/Stop |
Account-oriented |
Statement |
The user can see the statement if they have access to at least one account on the statement's statement construct. |
Statement Construct |
The user can see the statement if they have access to at least one account on the statement construct. |
Terms of Service |
Account-oriented (User must have access to at least one account linked to the SA collection in the TOS.) |
TOU Map |
Account-oriented (for SA-specific TOU maps) |
Umbrella Agreement |
Account-oriented (User must have access to at least one account linked to the SA collection in the UA's TOS.) |
Write Off |
Account-oriented |
Write Off Process |
Account-oriented |