Security: Adding or Resetting Users Under Limited Permissions
Security setting
Enable company security on the setup screens
- Go to Settings
- Go to Setup
- Click Application Settings tab
- Click the Security
- Set the value to TRUE for Enable company security on the setup screens
- Click save button
Description:
When this setting is set to TRUE, the search results on setup screens will be restricted based on the user's Company and Office permissions.
Purpose:
To ensure that users can only view and access setup data (such as Companies, Offices, Accounts, etc.) that fall within their assigned security scope.
Recommended Use:
Enable this setting in multi-company or franchise environments to enforce strict data access control based on organizational hierarchy.
User Role Permissions Setup
Add User Only
Function:
Allows the user to add new users only to Companies, Offices, and Bank Accounts they have permission to view.
Required Security Role Actions:
- Security
- Security > Manage Users > Add and Reset Users Mode
- Security > Users
- Security > Users > Allow New User
- Security > Users > Allow Tab Account
- Security > Users > Allow Tab Company
- Security > Users > Allow Tab Office
- Security > Users > Allow Tab Role
- Security > Users > Allow Tab Voucher Type
Reset User Only
Function:
Allows the user to reset the password of any user that belongs to a Company and Office the acting user has access to.
Required Security Role Actions:
- Security
- Security > Manage Users > Add and Reset Users Mode
- Security > Users
- Security > Users > Allow Bulk Password Change
- Security > Users > Allow Change Password
- Security > Users > Allow Search Users
- Security > Users > Allow User Tabs
Add and Reset Users
Function:
Full access to add new users and reset passwords for users within the scope of their company and office access.
Required Security Role Actions:
- Security
- Security > Manage Users > Add and Reset Users Mode
- Security > Users
- Security > Users > Allow Bulk Password Change
- Security > Users > Allow Change Password
- Security > Users > Allow New User
- Security > Users > Allow Search Users
- Security > Users > Allow Tab Account
- Security > Users > Allow Tab Company
- Security > Users > Allow Tab Office
- Security > Users > Allow Tab Role
- Security > Users > Allow Tab Voucher Type
- Security > Users > Allow User Tabs
Limited Search Permissions
User search functionality is restricted to only the Companies and Offices that the logged-in user has access to. This ensures secure and scoped visibility within the system.
How Users Can Search and Access Other Users:
- Search and select a user from the right-side panel
- Quick access by clicking a user directly from the right panel
⚠️ Both options are limited to users within the logged-in user’s company/office permissions.
Required Security Role Actions:
To perform user searches and view user details, the following security permissions are required:
- Security > Users > Allow Search Users
- Security > Users > Allow User Tabs
Users Without "Search" Access:
- The Search button will be grayed out
- The User list panel will display "no data"
User Search Outside Allowed Companies
If a user attempts to search for another user outside of their assigned Companies and Offices, the system will display an error notification - 'no user found'
Use Case Recommendation:
This setting is ideal for organizations where role-based access and visibility across user records need to be strictly controlled based on company and office assignments.
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