View Security Button

This only applies to users who have access to view the security button

The security button is found under each menu, on the top right

First one needs to give administrator access to this button from the module access screen

Go to System Configuration Module> General User Setup

If the user already exists, search for the user you would love to give access to then double-click or click edit

The screen below will be displayed

Click on the Access Module Tab

Then put a tick on View Security

Once the security has been set the user will need to logout then login so the change can apply

When logging back in the user will see the security icon at the top right corner of almost each screen

Here is an example of how it works on the invoice screen

Go to Debtors Module> Activity> Invoices

Then click on the security icon in the top right corner and the screen below will appear

You can edit a new role or add a new one

You can also see other security roles on the drop down menu selection and from menu

You can select anyone you want to create or edit a role for 

Once complete and the permission is saved 

If editing an existing role the permission will apply 

If its a new role then you need to apply the role on the user setup screen