Users Users > System Users Video Tutorial Click the play button below for a video tutorial. This tutorial is about 16 minutes long. Written instructions are below the video. NOTE: To open the video on a large...

Groups Users > System Groups It is good practice to organize users into groups so that you can maintain permissions for an entire group rather than individual users. Name:  The name of the group (i.e. Administrators)...

Permissions Users > Permissions This is where you set permissions for both  users  and  groups . Every option has a security level that allows or disallows access to the task, whether or not a user has permission to modif...

Account/Object Restrictions Users > Account/Object Restrictions This will limit a user to browse and/or enter only into a selection of account/object ranges. The user will be allowed to enter into an account/object, so long as ...

Approval Group Restrictions Users > Approval Group Restrictions This will limit a user to browse and/or create entries only for the selected approval group, approval table, and or default account segment(s). If no re...

Tasks IMPORTANT: Lists and maintains all permissions tasks in the system for security purposes. This is highly controlled and should never have to be changed by the client. To specify security for a task for a specific user or group, se...