Company permissions

Security

Permissions provide user access to system or company resources. Multiple users can be assigned to the same permission. Generally speaking, permissions correspond to user roles or to features you need to control access to. Permissions control the resources users have access to and the level of access they have to those resources.

Company permissions are created by a system administrator or a company administrator in the [Company Name] > Administration > Security > Permissions subfolder. Company permissions grant access to resources within a company. Company permissions are often role-based such as GL Manager, PO Manager, or AP Clerk. Permissions created at the company level allow you to group company resource accesses into an access profile so that access to multiple company resources can be managed by assigning a single permission to a user. For example, suppose a user needs to view the chart of accounts, enter invoices in Accounts Payable, and run a report for bank reconciliation. You could create a permission record that groups all these accesses together and assign the permission to an authorized company user. You can assign authorized users to a permission on the Users tab of the Permission window or you can assign a permission to an authorized user on the Permissions tab of the Authorized User window.

Tip

To learn about the accesses available on an entity, go to the entity's help topic and click the "Security" link immediately below the topic title.

×

Permissions security

Common accesses available on permissions

Access A user with this access can...
Change Use the mass change action on permissions.
Custom Fields Create and edit custom fields for permissions.
Data Have read-only access to permissions from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete permissions.
Edit Edit permission records.
Export Export permission records from ActivityHD.
Import Import permission records into ActivityHD.
New Create new permission records.
Read Have read-only access to permission records.
Report Run reports with permission information.
Report Designs Create and edit report designs with permission information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit action profiles and report profiles related to permissions.
Shared Filters Create and edit shared filters on permissions.
Visible View the Permissions folder in the Navigation pane.

 

×

Report Email dialog

From
The email account from which to send the email. Valid options are:
  • Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
  • Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
  • Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.