Setup Security Authorities
User access to the Setup application is controlled by the security authorities assigned to the user's roles.
These security authorities are included in the predefined Admin Role
These security authorities can be filtered by selecting the
Assign Authorities Window
Security Authority Name | Description | Authority Type |
---|---|---|
Currency - Conversion Rate Override |
Ability to override currency conversion rates in the Currencies module (when using currency exchange version V1). |
Individual |
Invoice Template Upload |
Authority to upload / replace invoice templates for the tenant in the Notification Management module. |
Individual |
Menu Categories |
Access to the Categories module and ability to manage categories. |
Aggregate |
Menu Charge Categories |
Access to the Charge Categories module and ability to manage charge categories. |
Aggregate |
Menu Currencies |
Access to the Currencies module and ability to manage currencies. |
Aggregate |
Menu Custom Fields |
Access to the Custom Fields module and ability to manage custom fields. |
Aggregate |
Menu Email Templates |
Access to the Email Templates section of the Notification Management module. |
Aggregate |
Menu Invoice Messages |
Access to Invoice Message section of the Notification Management module. |
Individual |
Menu Languages |
Access to the Languages module and ability to manage languages |
Individual |
Menu Note Type |
Access to the Note Type module and ability to manage note types. |
Individual |
Menu Payment Terms |
Access to the Payment Terms module and the ability to manage payment terms. |
Individual |
Menu Receipt Messages |
Administer Global Template Messages in the Notification Management module. |
Individual |
Menu Reasons |
Access to the Reasons module and ability to manage reasons. |
Aggregate |
Menu Secret Questions |
Access to the Secret Questions module and the ability to manage secret questions. |
Individual |
Menu Setup |
Access to the Setup application. |
Aggregate |
Notification Management |
Access to the Notification Management module. |
Aggregate |