Introduction

In this guide we will cover setting up account filters for users within SCView.

A. Problem statement

My users are able to see all accounts in the FIS and I would like to limit their account access.

B. Solution

Step 1:

Verify the user has a USAS or FIS user account configured.

Step 2:

Verify that account has an Account Filter applied to it.

Step 3:

Copy the Username from USAS or your FIS system.

Step 4:

In SCView, Navigate to Admin > Users.

Step 5:

Locate the user you would like to apply the filter to.

Step 6:

Click Edit on that User.

Step 7:

Select the FIS tab.

Step 8:

Enter the USAS or FIS username in the EXT Name field.

Step 9:

Save the User.

C. Best Practices

Account Filters are a wonderful solution to limit errors on items where accounts apply. They assist the end user in having a limited list of accounts that they know they are allowed to use.

D. Troubleshooting

The most common issues are either the EXT Name being disabled or not existing. You will want to make sure that prior to this configuration the user has a USAS or FIS account setup and configured correctly.

Conclusion

In summary, setting up account filters in SCView is a straightforward process that enhances security and user efficiency. By verifying user accounts, applying account filters, and ensuring correct EXT Name entry, administrators can restrict user access to relevant financial data with ease. Regularly following these steps and troubleshooting common issues ensures a smooth and secure user experience within SCView.