Set Up Limited Access for Finance and Procurement
Sparkrock 365 includes a limited access feature for finance and procurement. This feature restricts user access to some features.
Limited access finance and procurement setup
To start using the limited access finance and procurement feature, you must perform some setup.
Set up limited access profiles for finance and procurement
The Limited Access Profiles page is a key setup that identifies which limited access controls are used for specific role centers. The default profiles are loaded automatically on new application installations and when creating a company.
To set up a limited access profile for finance and procurement
Choose
, enter limited access profiles, and then choose the related link.The Limited Access Profiles page opens.
Confirm that there is a record with a Profile Type of Finance and Procurement in the list.
Set up limited access application areas for finance and procurement
The following limited access application areas are available for finance and procurement:
Purchase Orders
Purchase Invoices
Requisitions
Payment Requests
Expense Claims
Reporting
These application areas control the fields and actions that are available for limited access users.
To set up limited access application areas for finance and procurement
Choose
, enter application area setup, and then choose the related link.The Application Area Setup page opens.
On the Finance and Procurement FastTab, there is a Limited Access section which groups the application areas that are specifically related to limited access users.
Turn on all limited access application areas that are to be used on a company level.
It is recommended that all Limited Access fields be turned on at the company level. User groups can then be set up for any users that must be set up with some limited access application areas turned off.
Set up limited access user groups for finance and procurement
On the User Groups page, there are settings that determine how limited access HR request data is filtered for a user group. Also, there are settings that determine which application area setups apply to a user group.
To set up limited access user groups for finance and procurement
Choose
, enter user groups, and then choose the related link.The User Groups page opens.
Depending on whether you want to create a user group or use an existing user group, perform one of the following steps:
- New User Group: To create a user group, on the action bar, choose New, and then specify values for the Code, Name, and Default Profile fields as required.
- Existing User Group: To use an existing user group, select a user group from the list.
To perform the user group application area setup, ensure that the limited access user group you want to update is selected, and then on the action bar, choose User Group Application Area Setup.
The User Group Application Area Setup page opens.
On the Finance and Procurement FastTab, in the Limited Access section, turn on all limited access application areas that are to be used for this specific user group.
These setups are intended to allow application areas to be hidden for this user group. The company level setup must be turned on to allow application areas to be used for a particular user group. For example, if Purchase Orders is turned off on the company level and turned on for a user group, the application area is not displayed because the company level setting overrides the user group setting.
Finance Department Manager role center
The Finance Department Manager role center is a limited access role center. It is a simplified role center where filtered views are applied based on user groups.
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