Account Group Maintenance

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Use this form to set up different users to have access to different/limited information, within a single reporting tree. Each report is assigned a security structure using Report Maintenance.

Account security is applied to segments of the general ledger structure. The general ledger structure must have at least one segment that can be referenced with regard to reporting security. Security is determined by a combination of account access and user access.

Code

Enter a code to represent the security structure, up to 30 alphanumeric characters long.

Description

Enter an extended description for the security structure.

Excel Short name

Enter a description to use when naming a tab within a workbook or a workbook that is for a report using this security structure level.

Existing

This panel displays the structure as it is currently set up. Right click to display these menu items:

• Add New Item - Select this option to add a new branch to the general ledger account security structure.
• Delete Item - Select this option to delete a branch. You must select this while positioned on the branch you want to delete.

Code

Enter a code for the branch, up to 30 alphanumeric characters long.

Description

Enter an extended description for the branch.

Excel Short name

Enter a dscription to use when naming a tab within a workbook or a workbook that is for a report using this security structure level.

Parent

Select the parent branch for the new (sub) branch. If the branch you are creating is a parent branch, then select <None>.

Account

Use this section of the form to specify which segments of the general ledger structure which determine the accounts users can view. Enter an account mask that matches your general ledger structure and specifies what the security filtering criteria is. For example, any value is valid in the second and third segments of the General Ledger account, but the first segment must have 10 in it.

Users assigned to this security structure will only see accounts with 10 in the first segment for company 01 when they are viewing reports using WebView.

Company

Type the company code that the account selection is to apply to. If all companies have the same structure and segments then leave this empty and it applies to all companies.

All Users

Select this option if the account security is to apply to all users. Otherwise, select users individually from the list of available users.

Available Users

This section displays a list of all WebView system users. Use the select/deselect arrows as applicable to select users to assign to the account security.

Selected Users

This section of the form displays the list of users you have assigned to the account security.

The account and user security settings display on the right side of the main Web Security Maintenance form for each branch, when you are positioned are the branch.

Delete

Click this button delete a branch.

Update

Click this button to save changes made to a security tree.

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