Security Overview

To enable people at your organization to use features in Financial Edge NXT and help secure sensitive information, admins can set security rights in both the web view and database view. A user's access to features and data is secured by both their security group in the database view and their security group or role in the web view.

  • A user's security group in the database view secures their access to features and information in both the web view and database view.

  • A user's security group or role in the web view secures their access to web view features.

To limit the features users can access in the web view, admins can set up rights based on role. In Control panel, Users and Roles, choose which web view features each user's roles can access. In addition to roles, you also choose which security group in the database view applies to each user to limit their access to information and database view features. For more information, see Role-based Security.

To limit the information users can access throughout Financial Edge NXT, admins can set security groups' privileges in the database view to:

  • Choose which records and information users can view or manage in both the database view and web view.

  • Limit access to specific information based on selected criteria.

To manage a security group's access to information:

  1. In the database view, select Administration, Set up system security.

  2. From the tree-view, choose the security group, and select Open.

  3. To limit the group's access to specific information:

    1. Under Group Privileges, System Components, select features the group can access.

    2. For each feature, under Privileges, choose how much access the security group's members should have to information. For example, select Accounts Payable, the corresponding privileges, then select Options. Choose whether the group should only view information or also add, edit, or delete it.

    3. Select OK.

  4. Select Save and Close.

Note: Exceptions are bank security groups and user security. In web view, bank security groups and user security are currently in Limited Availability (LA) for some of our customers. Moving this workflow to web view will open more opportunities to release important features. For more information, see Record Security.

To limit the features users can access in the database view, admins can set security groups' privileges in the database view.

  1. In the database view, select Administration, Set up system security.

  2. From the tree-view, choose the security group, and select Open.

  3. Under Group Privileges, System Components, select which feature the group can access in the database view, such as Accounts Payable or General Ledger.

  4. For each feature, further define the group's access as necessary, such as to limit the type of information it can view.

  5. Select Save and Close.