In this guide, we will show you how to set User access to Financial Years, Sites, Cost Centres, and Ledger Codes. Access is applied across the MAT Finance system.
Related guides: How To Create a New User in MAT Finance
Access: To carry out this task, you will need the following permission from within the Finance Module of Config > Setup > Roles & Permissions.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/10yIcL0F-image.png)
Config > Finance > Data Access Control
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/config-finance-data-access-pathway.png)
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 to another (Retain: retain current access and add new, or Overwrite: replace current access with new), Clear the security access for a user, and see an audit history using View History.
Note: New users will have no access except for current Financial Year.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/data-access-control-features.gif)
Complete the four step wizard as shown below to set user access.
Note: You can also open the wizard when you double click on a row or the count hyperlink.
Select a user(s) and click on View/Edit button.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/Data-Access-Control-View-edit.png)
If multiple users have been selected, choose one of the two options: Update: retain current access and add new, or Replace: replace current access with new, and click Next.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/data-access-control-multiple-users.png)
Enable access to Financial Years in step one by switching the toggle. Click Next.
Note: Current year will be granted access by default.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/data-access-control-step-1.png)
Confirm you want to save the changes at each step.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/data-access-control-confirmation.png)
Enable access to Sites in step two by switching the toggle. Click Next.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/data-access-control-step-2.png)
Enable access to Cost Centres in step three by switching the toggle. Click Next.
Note: Intra Cost Centre Code is mandatory.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/data-access-control-step-3.png)
Enable access to Ledger Codes in step four by switching the toggle. Click Finish.
Note: Ledger Codes followed by an * are mandatory.
![](https://d3kchveacp7yrb.cloudfront.net/2023/07/data-access-control-step-4.png)