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Restrict users from opening Charts of accounts page

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Posted on by Hatimali84 283
Hi all, 
 
I have seen other threads about this topic but needed some additional information.
 
If we exclude the page 16 "Chart of Accounts", users will not be able to access it as well as it will impact other areas as well. 
 
I think sometimes, clients only want to restrict users from creating G/L accounts in Chart of Accounts. 
 
Is there any other option available or any other changes needed in permissions to aviod this. 
 
Regards
Categories:
Other
Financial Management
Administration and permissions
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 23,336 Super User 2024 Season 2 on at
    Restrict users from opening Charts of accounts page
    Instead of restricting the page, you would restrict the underlying table. Users should have permissions to view the table, but not create new records or modify existing records. 
     
  • Suggested answer
    Mustafa Omerbegović Profile Picture
    Mustafa Omerbegović 991 on at
    Restrict users from opening Charts of accounts page
    Hello,
     
    You can also add restrictions to the page, but this will not really disable users from creating, editing, or deleting records in the Chart of Acc table.
     
    In my opinion, the best way is to add object type Table Data, Object ID 15 to permission set and assign only read permission. 
    You need to be sure that you do not have assigned other permission sets that have Insert/Modify/Delete on table data object ID 15 because that set will override this 'only read' permission.
     
    More about the difference between table and table data object types can be read at this link https://yzhums.com/27775/
     
     
    After you add some modifications to the permission sets, you can test that with a test user so you can be sure that your set working fine.
     
    In your tenant link, after the company name enter &table=2000000251 to see all permission sets with assigned permissions and you can filter this table by Object ID to see which permission sets already have only read permission for the GL Acc table data and you may use one of the existing sets.
     
     
     
    or 2000000166 for tenant permission. Permission Sets that you are created will be listed on the tenant permission table, standard sets are in metadata permission.
     
    Greetings
     
     
     

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