User Configuration

GL Accounts Manager

By entering another user as a user's GL Accounts Manager you are establishing a hierarchical relationship. The user set as the GL Accounts Manager will be able to view any GL accounts assigned to a user configured to be under them.

User Profile

Security Group(s)

Security Group(s) are configured under DMS Admin>Roles & Groups and a user is required to have a Security Group in order to access the system. Security Groups grant users permissions associated to the Role attached to the Security Group as well as access to shared G/L accounts and Connectors (if configured). A user can belong to multiple Security Groups.

GL Accounts

Accounts Inherited From Security Group(s)

Any G/L accounts inherited from Security Group(s) assigned to a user will be listed.

Accounts Inherited From Staff

Any G/L accounts inherited through the G/L Accounts Manager function will be listed.

Direct Account Assignments

G/L accounts can be directly assigned to a user through this interface. 

Connectors

Connectors Inherited From Security Group(s)

Any connectors inherited from Security Group(s) assigned to a user will be listed.

Direct Connector Assignments

Connectors can be directly assigned to a user through this interface.