Account Security and To Do Lists

Account security does NOT impact the information that appears in a user's To Do list. Rather, we have assumed that your To Do roles (and the users assigned to these roles) are consistent with your account security requirements. This can result in anomalies. For example, it's possible for a supervisor to assign a bill segment error to a user who doesn't have access to the bill segment's account. This user will then see the related To Do entry in their Bill Segments In Error To Do list. However, when they drill down on the entry, account security will manifest itself (i.e., the user won't be able to display the bill segment that's in error). This happens because the drill down causes the bill segment search logic to execute. This logic inhibits the selection of bill segments if the user can't access the related account.

To minimize these anomalies, we recommend the following:

• Setup To Do Roles consistent with your Data Access Roles.
• Setup Account Management Groups that are consistent with your Access Groups.
• Setup default To Do Roles on your Account Management Groups for each To Do type.