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 UI 1.0 checkbox in the Assign Authorities window. They can also be filtered by either Individual or Aggregate. Refer to Add Authority Level to a Role for more information about this window.

Assign Authorities Window

Assign Authorities Window

Setup Security Authorities
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