Description
No matter the size of a company, it is crucial for all users of a computerised business accounting system to have clearly defined roles in relation to the system’s use. Management must ensure that their business rules and policies are strictly followed, and that sensitive information is accessible only to authorised personnel.
A senior individual will be designated as the Systems Administrator, responsible for setting up and managing the Security Policies.
Solution
Users: Every user of the system needs to be setup in the Users section of the Company menu. The number of Users setup can exceed the number of User Licences purchased. The Licencing Service will enforce the number of users that can be simultaneously logged in to iQ.
Roles: The various Job/Work functions within a company can optionally be defined as Roles, and it is strongly recommended that this is done. This is because other iQ facilities such as Workflow Status Control, Workflow Conditions, Workflow Queries, Output Rules, etc. can make use of Roles to distribute information, enforce rules, etc. Also, Custom Menus are specified in the Role setup so if these are being used, then Roles must be defined.
For an in-depth look at Security and Access Control, view the full guide: Company Module-WTSY-01 iQ Work Topic Security and Access Control