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Creating a role for Account Inquiry View Only
Creating a role for Account Inquiry View Only
Description of Issue
How do I create a role that allows a user to have full view only access to Account Inquiry?
Context
Account Inquiry
Roles
Cause
User needs a role to allow them to only view Account Inquiry
Resolution
System Administration > Security > Roles
Click Add top tool options.
Complete the Role Key and Description fields.
Click Accept
Click the General Ledger folder.
Click Add
Choose your newly created role in Role ID dropdown.
Under Data Access, set the Account/segment group access dropdown to FULL.
Check all 3 boxes to allow access for active, inactive, and closed accounts.
Additional Information
, multiple selections available,
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