Recent Changes: 
6.203 
- Added 'Allow edit of receipt void date' to 'CC' security rights.
- Added 'Allow edit of receipt void date' to 'UB' security rights.

6.201
- Added "AP routing full rights" and "Approval amount"  for voucher approval routing.

6.199 
- Added "Allow bank account and routing number change" in the PR section.

6.175 - Added a tab for 'BR'(Bank Reconciliation) and added 'Lock/Unlock deposits' setting.

6.173 - Added 'Allow Bill Re-print' to 'UB' security rights.

6.167 - New group added called CSI+ BP Entry Rights.

6.128 - Added an option to allow/disallow deleting an unposted invoice in Enter/Edit User Security --> Security Rights --> AR. 

6.120
- New settings have been added to the Security Rights tab > AP tab called "Can't edit vendor master" and "Can't add vendor in vendor master". These settings will default to false for existing users and for any new ones that are created.
- A new setting has been added to the System Setup > Data Entry > Enter/Edit User Security > Security Rights tab > AP tab called "Can access E-Payment Setup tab in vendor master". This setting will default to true for existing users and for any new ones that are created.
- A new setting has been added to the System Setup > Data Entry > Enter/Edit User Security > Security Rights tab > AP tab called "Mask bank account in vendor master". This setting will default to false for existing users and for any new ones that are created.

6.118 - Added 'Edit license type, effective date, and end date' option to the BL tab under Security Rights - off by default

6.116 - Added 'Hide inactive accounts with zero or credit balance in payments' option to the AR tab under Security Rights.  

Refer to bottom of page for changes prior to version 6.100

Introduction

The 'Enter/Edit User Security' screen allows users to set user specific settings related to user security. Feature like password reset, user demographics, and module specific security settings can all be found in this form.

Descriptions

There are six main tabs in this form. Each tab relates to either user demographics or specific setting the selected user has rights too

Tabs

Demographics

  • User Id
  • First name
  • Middle name
  • Last name
  • Phone
  • Email
  • Default initials
  • Allow editing/saving in prior years
  • Active
  • Access to edit social security number and tax id
  • Replace part of social security number, tax id, and bank account info with "*"
  • ESS employee
  • Network user name
  • Password
  • Synchronize account cache
  • Notes
  • Last login
  • Set user preferences - When a user clicks this button it pulls up the 'User preferences' form.
Departments
Locations
Account Match
Groups
Security Rights

Any module specific security settings may be set under this tab

  • AP

    • Vendor number
    • Void date
    • Create use tax voucher
    • Prevent cancelling out of print/update checks
    • Void vouchers only
    • Edit masked vendor tax id
    • Can access E-Payment Setup tab in vendor master
    • Mask bank account in vendor master
    • Can't edit vendor master
    • Can't add vendor in vendor master
    • Pay group
    • AP cash
    • Check type
    • AP routing full rights - will allow the user to act on the behalf of another user in the routing stream
    • Approval limit

  • AR

    • Customer category
    • Restrict access to user
    • View bank draft info on Inquire Customer Master
    • Edit updated invoices
    • Hide inactive accounts with zero or credit balance in payments - If checked will not show inactive accounts with balance less than or equal to zero in the payments screen. ( In AR- Payments-Enter / CC - Enter Multiple payments)
    • Delete unposted invoices allowed - allow invoices that are not posted to be deleted. This allows for invoices that have no item entries to be saved.

    BL

    • Edit Rights
      • Edit rate code
      • Edit naics/class code* Require tax id
      • Inactivate fees
      • Edit license wen printed is unchecked
      • Require person responsible
      • Edit license type, effective date, and end date - If checked will allow the user to edit the license type, effective date, and end date in Enter/Edit Business License (or privilege license or occupational tax) under the process menu in the Licenses/Permits module
    • View Rights
      • Demographics
      • Emergency information/miscellaneous
      • License history
      • Notes
      • Additional fees/taxes *Payments
      • Business master information
      • Additional fees/taxes user id
      • Edit BL user id
      • Penalty amount
      • Fee and payment amount
      • Payment date

  • BR

    • Lock/Unlock deposits

  • CC

    • Restrict receipt access to user
    • Print receipts at end of day
    • Cash collections cash account
    • Assign receipt numbers by user
    • Next user receipt number
    • Receipt group
    • Allow receipt void
    • Prevent date changes when entering receipts
    • Restrict bank deposit batches to user
      • This option only allows the user to select deposit batches created which were created by them
    • Allow edit of receipt void date

  • PO

    • PO date
    • Inventory
    • Cancel PO
    • Blanket PO
    • Allow user to copy PO's
    • PO print limit
    • Entry total
    • Review #1 total
    • Review #2 total
    • Review #3 total
    • Review #4 total
    • Approve total
    • PO routing full rights - will allow the user to act on the behalf of another user in the routing stream
    • Default PO routing stream (Will be a grid of routing streams if 'Allow multiple routing streams for users' is checked on the Purchase Order System File)

  • PR

    • Payroll Master - Enter/Edit

      • General
      • Salary
      • Deductions
      • Notes
      • Tax
      • Leave
      • Direct deposit
      • Savings bonds
      • Pay/accounts
      • Allow bank account and routing number change - only available if "Replace part of social security number, tax id, and bank account info with "*"" is checked in the Demographics tab

    • Earnings history in inquiry

    • Show salary information on employee master reports
    • Access employee information history
    • Show SSN in temp pay

  • TX

    • Allow recalculate tax
    • Restrict bank deposit batches to user
      • This option only allows the user to select deposit batches created which were created by them in Tax Ad Valorem

  • UB

    • Utility Billing

      • Edit ub charges/adjustments
      • View bank draft information on inquire customer master
      • Edit bill cycle
      • Edit previous meter readings
      • Default user when posting to ledger - When checked will default the user to the current user on the Post Utility Billing to Ledger screen.
      • Allow edit of receipt void date

    • Bill Run Rights

      • Allow Bill Reprint
      • Apply Security To Bill Wizard
      • Enter Criteria and Calculate
      • Update Billing Information
      • Utility Bills
      • Allow Rollbacks
      • Create Bank Draft
      • Post Bank Draft Payments
      • Delinquent Report/Late Charges
      • Disconnect List
      • Finalized Customer Report
      • Bill Run Complete

Changes Prior to Version 6.100

6.97 - Added a command button to the Demographics tab called "Set User Preferences" 

6.85 - Added a check box to user security UB options called 'Default user when posting to ledger'

6.70 - Added options for security for the Bill Run Wizard

6.69 - Added 'PO routing full rights' option to the PO tab  

6.52 - Options in CC and TX to restrict batch selection.

6.34 - New grid that will be visible only if 'Limit multiple routing streams for users' is checked on the Purchase Order System Settings