Forum - Limit access to employee expenses

Limit access to employee expenses

Dil Hayre

2015-05-22

Dear Support,

Can we limit non accounting users to only see their expenses?

We want to make sure employees cannot see each others expenses.

Best regards
Dil

This answer was correct

Created byHansaWorld10:23 1 Jun 2015

Hello Dil,

Actually, when you set up the Limited Access functionality, the users will get less information than they got so far. Usually it's less risky than giving everybody access to all the documents.

You can go through the system and check where the Limited Access is available - look at the browse windows to look for icons representing one, two or three people, right beside the operations menu (i.e. Sales Invoices browse window). If you see these icons, it means once the Limited Access is set up, it will work for that register.

When you set up the Limited Access, you decide which users should have what type of access, is it their document's only, it it all the documents for their sales group, or is it all the documents.

Please, contact the UK sales line for information regarding the prices.

HansaWorld Support Team

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HansaWorld

2015-05-27

Dear Dil,

yes it is possible to limit access within the Expense register. For this purpose we offer the limited access functionality you can subscribe to.
Just be aware that access limitation is valid for all records. So when set up, the limited access would be valid in the same way for other records as well.
Please contact us if you would like to receive more information about this functionality.

Best regards,
HansaWorld UK Support

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Dil Hayre

2015-05-27

Dear Support,

Thank you for your reply. You made it sound like we have to be very careful with setting up limitation access funtionality?

What are the subcription costs?

Best regards
Dil

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This answer was correct

HansaWorld

2015-06-01

Hello Dil,

Actually, when you set up the Limited Access functionality, the users will get less information than they got so far. Usually it's less risky than giving everybody access to all the documents.

You can go through the system and check where the Limited Access is available - look at the browse windows to look for icons representing one, two or three people, right beside the operations menu (i.e. Sales Invoices browse window). If you see these icons, it means once the Limited Access is set up, it will work for that register.

When you set up the Limited Access, you decide which users should have what type of access, is it their document's only, it it all the documents for their sales group, or is it all the documents.

Please, contact the UK sales line for information regarding the prices.

HansaWorld Support Team

Reply

This answer was correct

Dil Hayre

2015-06-01

Hello Support,

Thank you, your reply is very comprehensive. I will contact UK Sales for costs and then update my team.

Kind regards
Dil

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Dil Hayre

2015-06-15

Dear Support,

Apologies I didnt come back to ask you this sooner. I went to Module>Sales Ledger>Invoices. Looking at the Browse window, what do you mean by Operations menu? Where is that please?

Could you send me a screenshot of that and the icons that you described?

Many thanks.
Dil

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