Data access groups
Data Access Groups are used to permit or restrict user group access to specific data records.
For example, where some confidential accounts must be accessed by specific users, an appropriate data access group must be set up and applied to those account records in Chart of Accounts.
The Data Access Groups table lists the data access group code and a description of the group. It details whether group members are explicitly included or explicitly excluded from certain data records, and also any associated operator groups.
You can permit or restrict user access to these records:
- Items
- Warehouses
- Employees
- Bank Details
- Suppliers
- Customers
- Accounts
- Movement Types
- Resources
- Purchase Types
- Sales Types
- Zones
- Budget Ledgers
- Document Formats
- Financial Statement Layouts
- Journal Types
- Fixed Assets
- Payment Profiles
- Control Desk - Drill Types
- Analysis Dimensions
- Analysis Codes
- Business Units
- Filters
- Budget Account Groups
- Locations
- Approval Levels
- Reconciliation Profiles
- Ledger Transfers
- Event Profiles
- Purchase Order Line/Approval Stamps
- Purchase Invoice Line/Approval Stamps
- Aged Analysis Layouts
- Financial Analysis Layouts
- Financial Table Formats
- Fixed Asset Budgets.
Note: When Data Access Groups are applied to
accounts and analysis codes, they restrict the users who can access those accounts and
analysis codes. However, they do not secure a held journal or provisional journal that
references those accounts or analysis codes. Therefore, to ensure that held and
provisional journals remain secure from unauthorized access, you are recommended to
switch on the View/Amend Held and
Provisional Journals created by others setting on the Financials tab of Miscellaneous
Permissions for each group.