By using this website, you agree to our Terms of Use (click here)
A client is asking for departments to only have access to financial and budget reports for their department. All employees have a department assigned in their employee record. The department is also the first segment of a three segment subaccount.
Only out-of-the-box security is active at this point. (Not yet live).
I set up a department role and started going through the screens under "Access Rights by Role" but Department, if available, is at the field level and there is no way (that I have found) to define rights if a department is equal to a specific value.
The only thing I can think of is to have specific financial reports per department and then securitize the report to the members of that department.
Other suggestions?
I'm not 100% sure if this will handle your requirements, but try enabling the Row-Level Security feature on the Enable/Disable Features (CS100000) screen and then try using the SUBACCOUNT SEGMENTS tab of the GL Account Access (GL104000) screen:
Online Members