Permission | Enables | Implications | Related |
Locate an other interest. | This only pertains to the Account
Locate screen. Users without this right can still use the
other interest lookup screens throughout the system, e.g. when
issuing disbursement with a Type
of Other Interest.
A user with this right will be able to view whatever information is displayed in the Account Locate list, even if the user does not have the right to view other interest account detail. |
The other interest accounts that display in the Results list are limited by the user's security access to the associated structures, unless the user has also been granted the Display in Listview Regardless of Structure object under General > General. | |
View other interest account detail. | |||
Add an other interest account. | Restricting the number of users who can add other interests helps eliminate account duplication. | ||
Edit other interest account detail. | If the user is not also granted the Edit Structure right under
Other Interests > Other Interests,
the user will not be able to edit the Structure
list.
In order to edit the account lookup code, the user must also be granted the Edit Lookup Code right under General > General. |
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Use the Inactivate/Reactivate action, available from the Account Locate screen, to modify an other interest's account. | Inactivating an other interest account allows you to retain account detail, but prevents that other interest from being accessed in any area of the system other than the Account Locate screen (provided the Inactive checkbox is selected). | Because this action does not involve accessing the account detail, the user will be able to inactivate or reactivate an account regardless of whether the user is granted View or Edit rights. | |
Access an other interest's Contacts list with the level of security assigned under General > Contacts. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General Contacts. If the user is not granted any rights under General > Contacts, this object will not grant any rights. | ||
Access an other interest's Transaction list with the level of security assigned under General > Transactions. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Transactions in the Other Interest area. If the user is not granted any rights under General > Transactions, this object will not grant any rights. | ||
Access an other interest's Attachment list with the level of security assigned under General > Attachments. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Attachments in the Other Interest area. If the user is not granted any rights under General > Attachments, this object will not grant any rights. | ||
Access an other interest's Activity list with the level of security assigned under General > Activities. | Users without these rights will not be prevented from adding
an activity created as part of a system event.
While it may be beneficial to limit the number of users who may add activities on an other interest account, keep in mind that users who do not have the rights to view other interest activities will not be able to view any activities on an other interest account, even if they are the activities' owners. |
A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Activities in the Other Interest area. If the user is not granted any rights under General > Activities, this object will not grant any rights. | |
Modify the structures an other interest is associated to on the Account tab of the account detail. | The structures listed in the other interest's account detail limit the ability to select that other interest in various areas of the system. For example, an other interest must be associated to similar structures as a client account in order for to be available for selection when setting up an other interest billed policy for that client. |