Add users and customize each role providing individual permissions and restrictions  for specific tasks. Permissions:  To maintain the security of a user, select the user and click permissions . Delete:  If an individ...

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). Group Type:  In the Approval System, Groups ...

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 modify, or access anything on a higher level. To begi...

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 the division falls within any ranges specified. If no ranges are specified, the u...

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 restrictions are specified, the user can browse and/or make entries for all approval groups, ...

Lists and maintains all permissions tasks in the system for security purposes. This is high-level controlled and should never have to be changed by the client. To specify security for a task for a specific user or group see permissions. ...