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How to Set User to Only Post Transactions they Created in Users Screen

How to Set User to Only Post Transactions they Created in Users Screen

Oct 19, 2018

Admin users can set the user to post only the transaction they created in i21 by checking the user options checkbox in Users screen. 

 

Here are the steps on how to Set User to Only Post Transaction they Created:

  1. Log in as Admin user

  2. On user’s menu panel, go to System Manager folder then click Users 

  3. Open an existing user.

  4. On Users Entity screen click User tab

  5. On the User Options area, check Allow User to only Post Transactions they created

  6. Save changes by clicking Save button to apply the changes.

  7. Login the newly updated user

  8. Open any transaction screen (Ex: Cash Management > Bank Transaction )

  9. Select and open one transaction

  10. Post the transaction by clicking Post button.

  11. An error message will prompt when posting transaction you did not create.

 

Here are the steps on how to Set User to Only Post Transaction they Created:

  1. Log in as Admin user

  2. On user’s menu panel, go to System Manager folder then click Users 

  3. Open an existing user.

  4. On Users Entity screen click User tab

  5. On the User Options area, check Allow User to only Post Transactions they created

  6. Save changes by clicking Save button to apply the changes.

  7. Login the newly updated user

  8. Open any transaction screen (Ex: Cash Management > Bank Transaction )

  9. Select and open one transaction

  10. Post the transaction by clicking Post button.

  11. An error message will prompt when posting transaction you did not create.

Here are the steps on how to Set User to Only Post Transaction they Created:

  1. Log in as Admin user

  2. On user’s menu panel, go to System Manager folder then click Users 

  3. Open an existing user.

  4. On Users Entity screen click User tab

  5. On the User Options area, check Allow User to only Post Transactions they created

  6. Save changes by clicking Save button to apply the changes.

  7. Login the newly updated user

  8. Open any transaction screen (Ex: Cash Management > Bank Transaction )

  9. Select and open one transaction

  10. Post the transaction by clicking Post button.

  11. An error message will prompt when posting transaction you did not create.

Here are the steps on how to Set User to Only Post Transaction they Created:

  1. Log in as Admin user

  2. On user’s menu panel, go to System Manager folder then click Users 

  3. Open an existing user.

  4. On Users Entity screen click User tab

  5. On the User Options area, check Allow User to only Post Transactions they created

  6. Save changes by clicking Save button to apply the changes.

  7. Login the newly updated user

  8. Open any transaction screen (Ex: Cash Management > Bank Transaction )

  9. Select and open one transaction

  10. Post the transaction by clicking Post button.

  11. An error message will prompt when posting transaction you did not create.

 

Here are the steps on how to Set User to Only Post Transaction they Created:

  1. Log in as Admin user

  2. On user’s menu panel, go to System Manager folder then click Users 

  3. Select and open the User on search Users screen 

  4. On Users screen, check Allow User to only Post Transactions they created

  5. Save changes by clicking Save toolbar button.

  6. Login the newly updated user

  7. Open any transaction screen (Ex: Cash Management > Bank Transaction )

  8. Select and open one transaction

  9. Post the transaction by clicking Post button.

  10. An error message will prompt when posting transaction you did not create.
     

Here are the steps on how to Set User to Only Post Transaction they Created:

  1. Log in as Admin user

  2. On user’s menu panel, go to System Manager folder then click User Security

  3. Select and open the User on Search User Security

  4. On User Security Screen, check Allow User to only Post Transactions they created

  5. Save changes by clicking Save toolbar button.

  6. Login the newly updated user

  7. Open any transaction screen (Ex: Cash Management > Bank Transaction )

  8. Select and open one transaction

  9. Post the transaction by clicking Post button.

  10. An error message will prompt when posting transaction you did not create.

Here are the steps on how to Set User to Only Post Transaction they Created:

  1. Log in as Admin user

  2. On user’s menu panel, go to System Manager folder then double-click User Security

  3. Select and open the User on Search User Security

  4. On User Security Screen, check 

  5. Save changes by clicking Save toolbar button.

  6. Login the newly updated user

  7. Open any transaction screen (Ex: Cash Management > Bank Transaction )

  8. Select and open one transaction

  9. Post the transaction by clicking Post button.

  10. An error message will prompt when posting transaction you did not create.
     

Here are the steps on how to Set User to Only Post Transaction they Created:

  1. Login as Admin User

  2. On the User's menu panel go to Admin folder

  3. Select and double click User Security menu

  4. Select and open the User on Search User Security

  5. On User Security Screen, check 

  6. Save changes by clicking Save toolbar button.

  7. Login the newly updated user

  8. Open any transaction screen (Ex: Cash Management > Bank Transaction )

  9. Select and open one transaction

  10. Post the transaction by clicking Post button.

  11. An error message will prompt when posting transaction you did not create.