G/L Account Permissions

This form:

• Lets you define account access permissions for individual Sage ERP Accpac users.

Depending on the Default Access setting, you will need to use the Account Permissions form mainly to grant access to accounts, or to restrict it.

Note:

G/L Account Permissions is part of G/L Security, an option in the General Ledger program. The Account Permissions icon does not appear in the G/L Accounts folder unless you select the "Use G/L Security" option on the Account tab of the G/L Options form, and then close and reopen the company database. (After you reopen your company database, the icon appears in the G/L Accounts folder. The icon does not appear until you take this step.)

To set account permissions

1. Select the G/L Security option on the Account tab of the G/L Options form.

2. Close and then reopen your company database.

3. Open the Account Permissions form.

4. Select the User ID for which you want to set permissions:

5. If you have already added the User IDs to G/L Security, you can browse through the list of User IDs using the Previous and Next buttons or you can click the Finder button.

6. If you have not added the User ID for which you want to set permissions, click the Zoom button to display all Sage ERP Accpac User IDs.

5. Use the Segment tab to specify ranges of department or division segment codes to allow or restrict access to department or division accounts:

1. Click in the first row of the Allow column, then use the Spacebar or double-click to switch between No and Yes. If you are adding a line, press the insert key.

2. Tab to or click in the Segment column, and then click the dropdown list that appears. For example, you could select the Division account segment to restrict account access based on the company's divisions.

3. Tab to the From column and click the Finder button that appears (or click the Finder in the column heading). Select the first segment code in the range that you want to allow or restrict.

4. Tab to the To column and select the last code in the segment range.

5. Press the insert key to specify a second segment range on a new line.

6. Click the Save button if you are finished setting account permissions for this user.

Note: You cannot choose a range of account numbers on this tab. You must use the Account tab to specify an account range.

6. Choose the Account tab to allow or restrict access to ranges of account numbers.

1. Click in the first row of the Allow column, then use the Spacebar or double-click to switch between No and Yes.

2. Tab to the From column and click the Finder in the column heading. Select the first account code in the range that you want to allow or restrict.

3. Tab to the To column and select the last account in the range.

4. Click the insert key to specify a range of account numbers on a new line.

7. Click the Save button if you are finished setting account permissions for this user. (If you click the Close button without saving, a message prompts you to save the record.)

To quickly test user account permissions

Click the Test button to test the account segments you have specified. The Finder-Accounts form lists the accounts this user has access permissions to see and work with.

To copy account permissions

To set up identical permissions for several users, you can create permissions for the first user, then copy them to other user IDs using the File menu's Import and Export commands.

See also

Chart of Accounts

G/L Accounts

G/L Security Program