Setting Account Permissions

Note: G/L Account Permissions is part of G/L Security, an option that you select on the Account tab of the G/L Options screen. The G/L Account Permissions screen is available only after you select the Use G/L Security option.

You use the G/L Account Permissions screen to assign permissions to accounts and segments depending on the default access set on the G/L Options screen, as follows:

• All Accounts. If default access is All Accounts, restrict specific Sage 300 users.

• No Accounts. If default access is No Accounts, grant individual access rights to accounts. Without specific permission, Sage 300 users cannot post transactions to accounts.

To set account permissions:

1. Open General Ledger > G/L Accounts >  Account Permissions..

2. In the User ID field, select the ID of the user for which you want to add account permissions.

   • If you have already added the user to G/L Security, you can use the Finder to select the user.
   • If you have not added the user for whom you want to set permissions, click Find User on the User ID menu to display a list of all users.
3. Use the Segment tab to allow or deny user access to ranges of account segments—for example, to restrict access to a particular department.
4. Use the Account tab to allow or deny user access to ranges of account numbers—for example, to allow access to accounts receivable sales accounts.

5. Click the Test button to test the account segments you have specified.

   The G/L Permissions Finder lists only the accounts this user has permission to see and work with.

6. Click Save.

Published: September 11, 2020
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