How does Record level security work in Cash Management?

You can use the CM Bank Account and GL Prefix records to restrict access in Cash Management. See information about setting up Record Level Security.

CM and GL record level security:

• Restricts access to bank accounts on inquiries and reports

When restricted users run reports or inquiries, the report/inquiry filters the results based on the Record security setting.

Example:

• Record level security only allows User A to see Bank 10
• Record level security only allows User B to see Bank 10 and Bank 20

Run an inquiry that includes totals for three banks: 10, 20, and 30.

• User A only sees 10
• User B only sees 10 and 20
• An administrator sees 10, 20, and 30

CM and GL record level security doesn't apply to:

• Setting up banks
• Setting up default banks
• Creating entries to specific bank accounts
• Reconciling specific bank accounts

Users will be able to access all the bank accounts using tasks such as Edit Register, Reconcile or Bank Transfers.

If you need to secure access to setup or tasks, we recommend using File or Task level security or creating separate company folders. Work with your Sage Consultant during implementation or contact Sage Expert Services for advice on custom configurations.

How can I tell if record security is enabled on a report?

How do I remove security access to reports and inquiries?

How do I set up or change security in Sage 300 Construction and Real Estate?