Recommended Permissions for Data Locking

Recommended role setup for data locking

While the roles listed in User Role Management can be combined in any number of ways according to your team members and requirements, there are however two recommended types of user:

User Type 1

• Able to lock payments and packages.

• Requires Trust R1 – View and Trust R3 – General Accounting permissions.

User Type 2

• Able to lock payments and packages, open and close each accounting month, and unlock payments and packages prior to closing the accounting month.

• Requires Trust R1 – View, Trust R2 – Manage Owners, Trust R3 – General Accounting and Trust R5 – Advanced Accounting permissions.