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 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

Access can also by limited by year

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 Update

7. Click GL Year Access

8. Select desired years

9. Click Accept

Account Inquiry- FORMS statement error number 1320 returned when searching