Query Security

From Query, you can search for records that meet certain criteria. Under Security, admins can view and manage who can access content in Query.

  1. From Control Panel, select Security, Security roles.

  2. You can select Edit role from a role’s menu under the following:

    • Accounts payables roles

    • Accounts receivables roles

    • Fixed assets roles

    • General ledger roles

    • Cash receipts roles (for Treasury)

  3. Under Query tasks, choose which tasks the role can perform.

    • To grant rights to queries created by the user and any queries marked Others can run or Others can modify, select Access queries (standard).

    • To grant rights to all queries, additionally select Access queries (supervisor).

  4. Select Save.

    Tip: Be patient. It may take up to five minutes for security changes to take effect.