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  • Limiting Bank Access

    Is it possible to limit bank access for a specific user to a particular bank? I have always understood this to work as authorizations for the module and then the functions within the module. If no, is there a way to limit access to the payroll transaction…
  • Make the "Remove" button on the "View", "User List" dialog, available to non Manager users.

    I'd like to request that the "Remove" button on the "View", "User List" dialog, is made available to non Manager users, with security access control. This will allow us to maintain access control to ensure segregation of duty and not have to give full…
  • User Group System Rights

    I Initially gave rights to a certain group to to be able to create dashboards. However, the users do no have permission anymore. How can I allow them to create the dashboards again. I checked the security profile and it set to allow them to create the…
  • SECURITY ACCESS FUNCTION PROFILE

    I have users that are grouped in groups. One of the users in a group needs the ability to carry the circled function. Currently, everyone can access this function. How can I restrict it to only one user in this group. On the function I did not…
  • How to Hide a Field for A User.

    I am trying to hide certain field that come up on the invoice screen Cost Price and Margin columns on sales orders and invoices. How can I do that
  • Does anyone have a template for role options that we can use in a new implementation?

    We have a new client who would like to have a "checklist" to use to create new roles. Does anyone have one? Ideally it would be in excel or word and have all tasks, security events, and module options listed (along with a brief explanation of what the…