System Manager > Manage Security Settings

Prior to setting up the groups, users, and access rights in AccountMate, you should make thorough verification and analysis of the current business operations. This way, you will determine the appropriate groups and users to be set up and the access rights to be assigned to these groups and users.

The roles should be set up based upon the appropriate departments for each operating cycle in your company. When you have set up the roles, you should set up the users based upon each department’s personnel.

The access rights for the roles and users should be based upon the proper segregation of duties such as transaction authorization, execution, recording, and independent checking of performance. Proper assignment of access rights is necessary to ensure data integrity; otherwise, fraudulent transactions may possibly be recorded in the system.

The Roles and Users functions provides you with flexibility to properly manage the roles and users in AccountMate Enterprise. Specifically, this function allows you to perform the following:

•Set up roles, assign role access rights and edit them

•Set up users and assign user login passwords, and assign the role(s) from where to inherit user access rights

•Set up role access rights to specific companies

•Delete Roles and Users in AccountMate Enterprise

In the System Manager module, you can perform the following:

•Create, amend or delete user roles. To do this, click the Role button from the Access Rights group function in the System Administration tab.

•Create, amend or delete user accounts. To do this, click the User button from the Access Rights group function in the System Administration tab.

Manage Roles and Users

Manage Roles and Users