Security Settings for Firms

Your system administrator uses Security to specify the types of firms you can access.

Using the Record Access setting in Security, you can determine the type of information that each user role can access. For example, marketing users may need access to client data but do not need access to Vendor firms. You can specify that marketing users not have access to firms that are designated as vendors.

Use the screen designer to determine what tabs and fields each user can access within Firms. You can hide a whole tab or specific fields for each user role. For example, marketing users do not need access to all of the payment information that a vendor may need, so you can hide or lock these tabs and fields for the marketing users.

Contact your system administrator or see the Record Access Tab in Settings > Security > Roles for detailed information.