At the most basic level, Velixo is governed by the same access rights as Acumatica. So if you want to control access to various Velixo features, you can do so by controlling access to the screens used for those elements in Acumatica:
- Drilldown - Account Details and Project Transaction Details
- GL Writeback - Journal Transactions
- Budget Writeback - Budget
The first time you connect to a tenant, the system will prompt you to create the generic inquiries that are necessary to support Velixo Reports.
To do that, you need access to the Generic Inquiries page within Acumatica (or MYOB Advanced). At a minimum, a user would require DELETE access to that page.
If you do not have sufficient access to the Generic Inquiries page, an error will be displayed.
Once the inquiries have been created, you only need to have Read access to the VelixoReportsPro-*** inquiries (from the Hidden or Data Views section of the site map) to be able to use Velixo Reports.
Under typical circumstances, all Acumatica (or MYOB) users have access to all of the VelixoReportsPro-*** inquiries. If you experience issues in accessing these or you want to exercise more granular control over which users do have access, more information is available in this article.
Restriction Groups (aka 'Row-Level Security')
As the name suggestions, Restriction Groups provide the ability to restrict accounts, subaccounts projects, etc. on a user-by-user basis. Velixo Reports supports the user of Restriction Groups. More information about configuring this type of security can be found in the Acumatica Documentation.
|It should be noted that, after changing restriction groups configuration, you should always do a Full Refresh in Velixo to synchronize your local cache|