Account Security and Control Central

This section summarizes the impact of account security on Control Central:

  • Searches are affected as follows:
  • An account will only be visible if a user has access to the account's access group.
  • Persons that are not linked to accounts will be visible to all users.
  • If a person is linked to an account, the person will only be visible if the user has access to at least one of the person's accounts.
  • Premises that are not linked to accounts will be visible to all users.
  • If a premise is linked to an account, the premise will only be visible if the user has access to at least one of the premise's accounts.
  • The alerts that highlight the existence of "multiple relationships" are not impacted by account security. Specifically:
  • The alert Person has multiple accounts will appear if the selected person is linked to multiple accounts, even if the user doesn't have access to every account. Note well, the person couldn't have been selected if the user didn't have access rights to at least one account.
  • The alert Premise has multiple accounts will appear if the selected premise is linked to multiple account, even if the user doesn't have access to every account. Note well, the premise couldn't have been selected if the user didn't have access rights to at least one account.
  • Only accounts to which the user has access will be displayed in the person tree.
  • Only accounts to which the user has access will be displayed in the account tree.
  • All other pages contain information related to Control Central's current account context. The current account context can never reference an inaccessible account and therefore these pages are not impacted by account security.
Note: If your implementation wishes to allow users to search for all accounts through Control Central without validating the user’s access rights, this can be configured by setting up the Search All Account option type on the Customer Information Options Feature Configuration . If the user tries to select an account without having the required access, they will not be able to navigate to the Account Information tab on Control Central for the selected account.