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