Tech Note: Guidelines for Assigning Access Rights in AccountMate

The main objective of setting up access rights is to provide segregation of duties. Access rights determine the functions a person is authorized to use. Rights should be assigned based on the task or tasks the individual is required to perform. Proper assignment of access rights is necessary to ensure data security. In a worst-case scenario, incorrect assignment of rights may allow a person to record fraudulent transactions.

Article #1082: Guidelines for Assigning Access Rights in AccountMate provides an example of business cycles used in a retail business, the various functions under each cycle, the steps necessary to set up rights, and the features used in setting up these rights. For each function, a recommended set of rights in AccountMate is presented. Remember, these are general guidelines and are based on a retail business such as the National Office Supply, Inc.; you can customize the guidelines to fit your particular type of business.