Security Overview
To enable users to interact with features in Financial Edge NXT and help secure sensitive information, admins can set security rights in web view. A user's access to features and data is secured by the security groups and roles they manage in web view.
Secure access to web view features
To limit the features users can access in the web view, admins can set up rights based on role. In Control panel, Security, choose which web view features each user's roles can access. For more information, see Role-based Security.
Secure access to records and information
From Control panel, Record security in web view, use bank security groups to categorize your bank accounts and determine the level of view and edit access. You can then assign users to those groups and ensure they access only the bank accounts you specify.
You can also manage signature, account, and project security which gives specific users permission to use only the signatures, accounts, and projects you specify.
Previously, you worked with these settings from Administration, Set up system security in database view. Note that you can still view bank security groups in the database view as read-only.
For more information, see Record Security.