Note: This content applies to users managed by security groups. If you instead manage a user's security by their roles, see Roles.
Security groups contain users who perform similar tasks and have similar security needs. All users must belong to a group before they are active users.
When you invite a user who already has an account in the database view, they automatically have the same security group as in the database view.
When you add a new user to Financial Edge NXT, you select their security group when you send the invitation.
To view these security groups in the web view, select the Security groups tab. For each group, you can view how many users are assigned the group and whether they can access the control panel.
Tip: We recommend you regularly review security groups to ensure they're appropriate for your organization. To add or manage security groups in the database view, click Admin on the Financial Edge 7 bar and then click Security.
From Analysis, users have — at a glance — a pulse-check on your organization's invoice, account, and budget activity.
If you manage security by group, admins can view and choose whether a security group can access Analysis — and if so, which metrics under Analysis rights in Control Panel, Security.
If you manage security by role, admins can view and choose whether a financial role can access Analysis— and if so, which dashboards under Roles in Control Panel, Security.
For more information, see Analysis Rights.