Grant access to Account Inquiry

User needs access to the Account Inquiry module

• Account Inquiry
• Menu Security

User does not have Menu access and/or data access to Account Inquiry

Please note: Editing a Role will also impact all users who have this Role applied to them.

To grant menu access to Account Inquiry for the user:

1. Go to System Administration>Security>User Attributes
2. Click Search
3. Enter the User's ID
4. Click Accept
5. Highlight the Role that you would like to edit
6. Click Edit Role
7. Click the Menu Security tab
8. Navigate this tab's menu tree by going to Financials>General Ledger Menu->GL Inquiries and Reports>Account Inquiry
9. Click Edit
10. Check the box next to Account Inquiry
11. Click Accept

Please note: Account Inquiry uses General Ledger role Data Access to limit what GL Accounts/segments can be viewed

To grant Data Access to Limited Account/segment group access to Account Inquiry module 

1. Go to System Administration>Security>Roles
2. Click Search
3. Enter the Role's Key
4. Click Accept
5. Click General Ledger folder
6. Click on yellow folder  Account/segment group access
7. Click Update
8. Check G/L Account Inquiry for all data sets that user would need an access to.
9. Click OK
10. Click Accept

Please note: Editing a Role will also impact other user(s) who have this Role applied to them.