When you specify basis access for a user role, you specify the accounting basis codes that will be displayed in the basis code selection list throughout MRI. Basis codes identify the accounting methods your organization uses, such as cash or accrual.
Note
You must have Modify Roles permissions to specify basis access for a user role. Refer to Adding and Maintaining Users and Access Rights for more information.
To specify basis access for a user role, follow these steps:
1. Go to Roles.
2. In the Database field, select the database that contains the role for which you want to specify basis access.
Note
If you only have access to one database, it is selected by default.
3. In the left panel, select the role for which you want to specify basis access.
4. In the right panel, click Basis Access.
5. Clear the Global Access check box.
6. To filter or sort the rows by current access level, basis code, or description, use the filter fields in the header row of the grid. For example, to see basis code descriptions containing the word "cash", enter cash in the Description filter field.
7. Use the information in the following list to continue.
Role Access Option |
Action |
Full access to all basis codes |
In the header row,
select the FULL check
box. |
View-only access to all basis codes |
In the header row,
select the VIEW check
box. |
No access to all basis codes |
In the header row,
select the NOACCESS check
box. |
Full access to selected basis codes |
Select the check box in the FULL column for each basis code to which you want the role to have full access. |
View-only access to selected basis codes |
Select the check box in the VIEW column for each basis code to which you want the role to have view-only access. |
No access to selected basis codes |
Select the check box in the NOACCESS column for each basis code to which you want the role to have no access. |
8. Click Save.