G/L Account Permissions Screen
Important! G/L Account Permissions is part of G/L Security, an option that you select on the Account tab of the G/L Options screen. The G/L Account Permissions icon appears in the G/L Accounts folder only after you select the Use G/L Security option, and then close and reopen the company database.
Open General Ledger > G/L Accounts > Account Permissions.
Select the ID of the user for which you want to add account permissions.
If you have already added the User ID 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 and choose a User ID.
If you have not added the User ID for which you want to set permissions, click the Zoom button as shown below to display all Sage 300 ERP User IDs, and then select the User ID from the Finder that appears.
Use the Segment tab to allow or deny user access to ranges of account segments—for example, to restrict access to a particular department.
Double-click or use the spacebar to change this field from No to Yes.
Generally, if the default access for General Ledger is All Accounts (on the G/L Options Account tab), you choose No in the Allow column to restrict account access.
If the default access option is No Accounts, you would choose Yes in the Allow column to allow access to a range of accounts.
Choose the segment for which you want to restrict or allow access. You cannot choose the Account segment here. Use the Account tab to specify a range of account numbers.
Specify the first code in the range of segment codes for which to allow or deny access.
Specify the last code in the range of segment codes for which to allow or deny access.
Use the Account tab to allow or deny user access to ranges of account numbers—for example, to allow access to Accounts Receivable sales accounts.
Double-click or use the spacebar to change this field from No to Yes.
Generally, if the default access for General Ledger is All Accounts (on the G/L Options Account tab), you choose No in the Allow column to restrict account access.
If the default access option is No Accounts, you would choose Yes in the Allow column to allow access to a range of accounts.
Specify the first account number in the range for which to allow or deny access.
Specify the last account number in the range for which to allow or deny access.
Overview
Use the G/L Account Permissions screen to:
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Define account access permissions for individual Sage 300 ERP users.
Note: Depending on the Default Access setting (on the Account tab of the G/L Options screen), you use the Account Permissions screen mainly to grant access to accounts, or to restrict access.
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