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.
- 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 Contracts for Debt Class | Account-oriented |
| Adjustment | Account-oriented |
| Adjustment Calculation Line Characteristics | Account-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 |
| Collection Agency Referral | Account-oriented |
| Collection Process | Account-oriented |
| Contract Option | Account-oriented |
| Control Central | Account-oriented, Person-oriented |
| Customer Contact | Person-oriented |
| Declaration | Account-oriented |
| Deposit Review | Account-oriented |
| Financial Transaction | Account-oriented |
| Financial Transaction on a Bill | Account-oriented |
| Financial Transaction on a Payment | Account-oriented |
| Interval Profile | Account-oriented (for contract-specific profiles) |
| Loan | Account-oriented |
| Match Event | Account-oriented |
| Multi-Cancel/Rebill | Account-oriented |
| Non-billed Budget | Account-oriented |
| Order | Account-oriented, Person-oriented |
| Overdue Process | 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 QuickAdd | The user must have access to ALL accounts linked to the payment event(s). |
| Payment QuickAdd | Account-oriented |
| Payment / Tender Search | Account-oriented |
| Person | Person-oriented |
| Quote | Account-oriented |
| Contract Billing History | Account-oriented |
| Contract Cash Accounting Balance | Account-oriented |
| Contract Financial History | Account-oriented |
| Contract | 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. |
| 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 contract collection in the TOS.) |
| Write Off | Account-oriented |
| Write Off Process | Account-oriented |