Users Users > System Users Add users and customize each role providing individual permissions and restrictions  for specific tasks. Permissions:  To maintain the security of a user, select the user and clic...

Groups Users > System Groups It is good practice to organize users into groups so that you can maintain permissions for an entire group rather than individual users. Name:  The name of the group (i.e. Administrators)...

Permissions Users > Permissions This is where you set permissions for both  users  and  groups . Every option has a security level that allows or disallows access to the task, whether or not a user has permission to modif...

Account/Object Restrictions Users > Account/Object Restrictions This will limit a user to browse and/or enter only into a selection of account/object ranges. The user will be allowed to enter into an account/object, so long as th...

Approval Group Restrictions Users > Approval Group Restrictions This will limit a user to browse and/or create entries only for the selected approval group, approval table, and or default account segment(s). If no re...

Tasks Lists and maintains all permissions tasks in the system for security purposes. This is high-level controlled and should never have to be changed by the client. To specify security for a task for a specific user or group see permissions...