An account code security group determines which accounts a user can access.
If you need to add a single user to an account code security group, you can use either the Account Code Security tab in User Details or the Mass Account Code Security feature.
If you need to assign account code security to a group of employees, it will be faster to use the Mass Account Code Security feature.
Note: Account code security groups are defined in Administration > Account Code Security.
Select Security, then Manage Users, from the Administration menu. The Manage Users window opens.
Select the user(s) you want to add to an account code group.
Select Mass Assign Account Code Security from the More menu, and this window opens.
Select the Group Name from the pull-down list, or select All Accounts.
Click Assign. The Result window opens displaying successes and failures.
Click Close when you're finished reviewing or exporting the list. You're returned to the Manage User window.
Return to Manage Users Overview
Return to Security Overview
Return to AptaFund Overview