Account group access permissions determine which account groups are active, which account group a user has administrative privileges for, transaction limits, and whether a preset limit can be exceeded with approval. The page displays a list of account groups you can edit permissions for.
Using the Init check boxes, select from which accounts a user can initiate transactions. You can set transaction amount limits for each transaction, day, week, and month.
Note: The administrable areas—Company, Divisions, Groups, and Users—compose a hierarchy governed by a parent-child relationship. The permissions set at the parent level determine the activities and limits permissible for the lower levels in the hierarchy. For example, restricting access to a particular account at the Division level would restrict all groups and users within the division from accessing that account. Restrictions set for individual divisions and groups filter down through the hierarchy but do not affect other divisions or groups.
For each transaction limit you set, you can check Exceed W/ Approval, which enables users to exceed the transaction limit, subject to approval from one or more employees or groups. The employees or groups responsible for approving transactions make up an approval workflow. Therefore, when you allow transactions to exceed limits, create approval workflow that reflect your typical business approvals. See Managing Approval Workflows.
When you are satisfied with your changes, click Save, and on the verification page, click Save again. If you are using the Permissions wizard, click Continue to access and edit the next set of permissions.
Note: Click Cancel to return to the previous Permissions page without saving your selections. Or, click Reset to return the fields to their previous selections.