In this guide, we show How to Set User Access to Financial Years, Sites, Cost Centres, and Ledger Codes in MAT Finance. Access is applied across the MAT Finance system.
Access: The minimum permissions required to Set User Access are found in the Finance Module section of Config > Setup > Roles and Permissions.
Related guides:
To begin, from the left Menu, go to Config > Finance > Data Access Control.
In Data Access Control users can:
- See a Count (with a hover tip) of the Access each User has been granted
- Copy a User’s Data Access from that User to another User
- Retain: retain current Access and add new
- Overwrite: replace current Access with new
- Clear the security Access for a user
- See an audit history using View History
Note: New Users will have no access except for current Financial Year.
Complete the four step Wizard as shown below to set User Access.
Note: The Wizard can also be opened when a row is double clicked on or the Count hyperlink is clicked on.
Select a user(s) and click on View/Edit button.
If multiple Users have been selected, choose one of the two options:
- Update: retain current access and add new
- Replace: replace current access with new.
Then click Next.
Enable Access to Financial Years in Step One by switching the toggle. Click Next.
Note: Access to the Current Financial Year is granted by default.
Click Yes to Confirm the changes at each step.
Enable Access to Sites in Step Two by switching the toggle. Click Next.
Enable Access to Cost Centres in Step Three by switching the toggle. Click Next.
Note: Intra Cost Centre Code is mandatory.
Enable Access to Ledger Codes in Step Four by switching the toggle. Click Finish.
Note: Ledger Codes followed by an * are mandatory.
