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What is the easiest way to remove financial views from users?

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We need to remove the financial view that so many users have in the permissions, but it seems to be pretty pervasive throughout permissions to have access to the G/L Entry screen. Any recommendations on cleaning up that access?

Thanks,

Kevin

  • Suggested answer
    S.Kawamura Profile Picture
    S.Kawamura 1,520 on at
    RE: What is the easiest way to remove financial views from users?

    Hi,

    Create a new permission set which include only G/L Entry table read permission. Then define the permission as "excluded" on your existing permission set.

    I hope this helps you.

    S.Kawamura

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    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: What is the easiest way to remove financial views from users?

    You can also use one of the predefined permission sets that does not include access to the financial information.

  • Suggested answer
    Manish Prasad Profile Picture
    Manish Prasad 315 on at
    RE: What is the easiest way to remove financial views from users?

    Create a new user profile for the user which doesn't have the GL Account and its related permission access.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 72,941 Super User 2024 Season 2 on at
    RE: What is the easiest way to remove financial views from users?

    Hi, can you try to remove G/L Entry (17) or G/L Account (15) permission using the function below?

    Permission Exclusion (Exclude in Permission Set)

    https://yzhums.com/30562/

    Hope this helps.

    Thanks.

    ZHU

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