Security
Security is who sees which customer, and what they may do there. Only people given a role can use Ledger Doctor Partner. It's for admins.
Give a role
- Enter a Windows account or AD group, as DOMAIN\name, and say whether it's a person or a group.
- Pick the role and the customer, or Every customer.
- Choose Give the role.
The roles
- Admin manages Security and the settings: the license key, server and HTTPS, the Sage Intacct client, your defaults and updates. Admin alone doesn't open a customer's data.
- Approver, for a customer: approves and overrides decisions, freezes plan versions, runs the Sage Intacct steps, accepts or ends the connection, buys its project, and exports the frozen version's files.
- Processor works the mapping: their account decisions go to an approver as proposals.
- Read-only sees the customer's page.
Remove takes a role away; it asks first. There's always at least one admin.
Security log
Every change to who can do what, newest first, with who made it. Server and HTTPS changes, connections and buying steps are there too.