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

(0) Share

Report

Posted on by kjjson

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

All responses (4)

Answers (0)

Suggested answer

S.Kawamura 1,520 on at

Like (0)

Report

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
Suggested answer

Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

Like (0)

Report

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 315 on at

Like (0)

Report

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 73,698 Super User 2024 Season 2 on at

Like (1)

Report

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