This page is currently being edited by {{ model.editingBy }}.

SmartFusion Modules > System Setup > Data Entry > Enter/Edit User Security

Recent Changes: 
6.243
- Added ' Allow edit of transaction and posting date' to Accounts Receivable(AR) security rights.
- Added ' Allow edit of paid and posting date' and ' Allow edit of transaction and posting date for fees and taxes' to Business License (BL) security rights.
- Added ' Allow edit of receipt and posting date' to Cash Collections(CC) security rights.
- Added  a new group box for Advanced Permitting and ' Allow edit of transaction and posting date' to the advanced Permitting group to Construction Permitting(CP) security rights.
- Added ' Allow edit of depreciation and posting date' to Fixed Assets(FA) security rights.
- Fund Ledger group > Added ' Allow edit of journal entry and posting date' to Fund Ledger(FL) security rights.
- Cash Receipts group > Added ' Allow edit of deposit and posting date' to Fund Ledger(FL) security rights.
- Cash Disbursements group > Added ' Allow edit of deposit and posting date' to Fund Ledger(FL) security rights.
- Added a new tab  'IN' for Inventory > Added ' Allow edit of issue and posting date' to Inventory(IN) security rights.
- Added 'Allow edit of  payroll and posting date' to Payroll(PR) security rights.  
- Added ' Allow edit of invoice and posting date' to Warehouse Requisitions(RE) security rights.
- Added ' Allow edit of transaction and posting date' to Tax Collections(TX) security rights.
- Added ' Allow edit of transaction and posting date' to Utility Billing(UB) security rights.
The above check boxes are visible only if the Fund Ledger setting to 'Lock transaction and posting dates' is set.

6.237 
- Added 'Assign check void dates' for Cash Disbursements to 'FL' security rights.

6.236 
- Added 'Allow note change in multi payments' to 'CC' security rights.
- Added 'Allow meter number change in meter master' to 'UB' security rights.

6.235 - Added 'Allow Bank Draft Date Change' to 'UB' security rights.

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.

Refer to bottom of page for changes prior to version 6.130

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.
- Allow edit of transaction and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit transaction and posting dates' when posting to ledger.
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
  - Allow edit of paid and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit paid and posting dates' when posting business license to ledger.
  - Allow edit of transaction and posting date for fees and taxes - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit transaction and posting dates' when posting fees and taxes to ledger.
- 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
- Allow note change in multi payments
- Allow edit of receipt and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit receipt and posting dates' when posting to ledger.
FA
- Access to serial number only
- Access to room number only
- No adding or transferring assets
- Edit asset number
- Allow edit of depreciation and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit depreciation and posting dates' when posting to ledger.

FL
Fund Ledger
- Edit account number
- Restrict user to only their journal entries
- Edit journal entry date
- Assign journal entry number by user
- Next journal entry number
- Allow edit of journal entry and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit JE and posting dates' when posting to ledger.

Cash Receipts

Restrict user to only their receipts

Assign deposit number by user

Next deposit number

Allow edit of deposit and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit deposit and posting dates' when posting to ledger.

Cash Disbursements

Assign check void dates

Allow edit of check and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit check and posting dates' when posting to ledger.

IN
- Allow edit of issue and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit issue and posting dates' when posting to ledger.

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
- Allow edit of payroll and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit payroll and posting dates' when posting to ledger.
RE

Requisitions

Item price - allow edit

Qty ship - allow edit

Bypass override budget message

Cancel requisition

Allow edit of invoice and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit invoice and posting dates' when posting to ledger.

Allow access to:

Bypass picking ticket print

Bypass invoice print

Tax rate

Requested by

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
- Allow edit of transaction and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit transaction and posting dates' when posting to ledger.
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
  - Allow meter number change in meter master
  - Allow edit of transaction and posting date - This will be visible only if the fund ledger page 2 system setting 'Lock transaction and posting dates' is set. If checked will enable the 'Edit transaction and posting dates' when posting to ledger.
- Bill Run Rights
  - Allow Bill Reprint
  - Allow Bank Draft Date Change
  - 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 6.130

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.  
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

{{ $tag }},

This page was last updated {{ model.lastModified }} ago by {{ model.createdBy }}. History The page has been updated. Click here to reload.

{{ model.title }}