Permissions, General Permission Keys
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Accounting Period

Permission KeyDescriptionDefaultUIBL
AccountingPeriod.CloseUser can close off the current Accounting Period and start a new Accounting Period for and Entity.DenyX

Account Processes

Permission KeyDescriptionDefaultUIBL
AccountProcesses.AllowInterestPreEntityBeginDateInterest transactions can be dated prior to the Entity's Transaction begin date.DenyX
AccountProcesses.OverrideScriptsUser can override the Scripts that are selected to run at the end of Account Processes.AllowX
AccountProcesses.ProcessAsAdministratorWhen running Account Processes, the User will appear as an Administrator thereby allowing filtered out Accounts to be processed.DenyX

Comprehensive Credit Reporting

You must be licenced for the Comprehensive Credit Reporting Add-On to use the functionality described below.

Permission KeyDescriptionDefaultUIBL
CreditReporting.ExportUser can export Credit Reporting files.AllowX
CreditReporting.GenerateUser can generate Credit Reporting files.AllowX

Database

Permission KeyDescriptionDefaultUIBL
Database.OpenExclusiveModeUser can open a Database in Exclusive Mode.DenyX

Dictionary

Permission KeyDescriptionDefaultUIBL
Dictionary.AddUser can add words to the Global Dictionary.AllowX

Documents Print

Permission KeyDescriptionDefaultUIBL
DocumentsPrint.AllowDraftPrintUser can perform a Draft Publish via the Print Documents wizard.DenyX

External Party

Permission KeyDescriptionDefaultUIBL
ExternalParty.AddUserUser can add an External User for an External Party.DenyX

Publishing

Permission KeyDescriptionDefaultUIBL
Publishing.AllowDraftPublishUser can perform a Draft Publish via the Publish Documents wizard.DenyX

Queue

Permission KeyDescriptionDefaultUIBL
Queue.AddUser can add new Queues.AllowX
Queue.AddItemUser can add new items to a Queue.AllowX

Reporting

Permission KeyDescriptionDefaultUIBL
Reporting.AllowAdHocQueryUser can enter Ad-Hoc queries in the Run Query wizard.DenyX
Reporting.AllowReportingDatabaseOverrideUser can override the Reporting Database (defined under Global Settings) and force reports to run from the current database.DenyX

ServiceLogs

Permission KeyDescriptionDefaultUIBL
ServiceLogs.AbortUser can Abort a Pending Service Request.DenyX

SMS and Email

Permission KeyDescriptionDefaultUIBL
SmsAndEmail.LogOptionalUser can opt not to create Logs for SMS and Emails (E.g. Client Logs) sent via the Process menu.DenyX

Task Manager

Permission KeyDescriptionDefaultUIBL
TaskManager.ChangeViewFolderCountUser can change whether Folder Counts are displayed in the Task Manager.AllowX
TaskManager.ChangeViewSystemFoldersUser can change whether System Folders are displayed in the Task Manager.AllowX
TaskManager.EditProtectedFoldersUser can edit Protected Folders in the Task Manager.DenyX
TaskManager.EditUserFoldersUser can edit User Folders in the Task Manager.AllowX
TaskManager.RecentActionsClearUser can clear their own 'Recent Actions' list.DenyX

Update Request

Permission KeyDescriptionDefaultUIBL
UpdateRequest.ActionUser can action Update Requests.AllowX

User

Permission KeyDescriptionDefaultUIBL
User.Files.AddUser can add new User Files.AllowX
User.Files.DeleteUser can delete User Files.AllowX
User.Files.DeletePermanentUser can permanently delete User Files.DenyX
User.Files.DeleteShowUser can view and undelete deleted User Files.DenyX
User.Files.OpenUser can open User Files.AllowX
User.Files.OverwriteUser can overwrite User Files.AllowX
User.Files.PreviewUser can preview User Files.AllowX
User.Files.ReadOnlyUser can clear/set the Read-Only flag of User Files.AllowX
User.Logs.AddDocumentUser can add new User Document Logs i.e. create Documents.AllowX
User.Logs.DeleteExternalReadOnlyUser can delete User Logs with an External Read-Only source.DenyX
User.Logs.UnpublishUser can unpublish User Logs i.e. clear the publish details for the Log.DenyX

User Interface

Permission KeyDescriptionDefaultUIBL
UserInterface.TaskpaneEditUser can edit the Taskpane.AllowX
UserInterface.ToolbarsEditUser can edit Toolbars.AllowX

Web Services

Permission KeyDescriptionDefaultUIBL
WebServices.ViewRequestUser can view the Request that was sent to the Web Service. Web Service requests may contain sensitive information such as passwords.DenyX

Withholding Tax

Permission KeyDescriptionDefaultUIBL
WithholdingTax.TaxPeriodCloseUser can close Withholding Tax Periods.AllowX
WithholdingTax.TaxFileExport_QuarterlyTFNABNReportUser can create a Quarterly TFN/ABN Report for the ATO.AllowX
WithholdingTax.TaxFileExport_AnnualInvestmentIncomeReportUser can create a Annual Investment Income Report (AIIR) for the ATO.AllowX
WithholdingTax.TaxCertificateGenerateUser can generate Tax Certificates.AllowX
WithholdingTax.TaxCertificateExportUser can export Tax Certificates.AllowX