Applying Security to a Cost Centre
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There are two ways in which security can be applied to a cost centre account.
- Define a minimum access level. Only users belonging to a user group with an access level greater than or equal to the chosen level will be able to see the cost centre.
- Specify security roles which restrict access to specific data functions such as viewing, modifying, posting data to users with the selected security role.
You can also define users as approvers who will be responsible for authorising purchasing documents. For more information, see Assigning Approvers / Authorisers to Cost Centres.
Defining the minimum access level
By default, the Access Level for a new cost centre is set to 3. This can be increased to restrict access to the cost centre if required. Only users belonging to a user group with an access level greater than or equal to the chosen level will be able to see the cost centre.
The access level is amended on the General tab of the Account Maintenance dialog using the up or down arrows as required.
Restricting access using security roles
Security roles can be used to apply security restrictions to cost centres. Without them, any user with the applicable access level can view and maintain the cost centre and its associated data.
Using the Security tab, you can determine which security role can view, modify or post.
If no security roles are selected, then all users with appropriate access levels can carry out all the functions (view, modify, post, etc).
If you are creating a cost centre account that is being copied to other locations, you will also need to set the security for the location specific cost centres separately.
When defining security roles for cost centres, the following options are available:
Select the required roles from the applicable drop-down lists then click the Apply button to save the changes.
Whichever role is shown in the drop-down list, the same role must be assigned to the applicable user group in order to give them access to that part of the system.
If individual cost centre accounts do not have any security roles selected, the roles specified for the applicable cost centre ledger will be used. If individual cost centre accounts and the cost centre ledger have different roles specified, then the user group will need to have both security roles applied.