Introduction

This document explains how you can control which team members can view and print different types of checks, giving you the flexibility to maintain appropriate security while ensuring your staff has the access they need to perform their roles efficiently. With these customizable permission settings, you'll have precise control over your organization's financial documents.


A. Problem Statement

    Organizations need a flexible system to ensure the right people have appropriate access levels to different types of checks     while restricting access for others. This creates a challenge: how to maintain security while still allowing staff to perform

    their necessary financial functions efficiently.


B. Solution

Check Types

    The system supports two distinct check types:

  • AP (Accounts Payable) Checks
  • Payroll Checks

Permission Levels

    Each check type has three possible permission settings in Admin > Users > FIS:

  • No Access: User cannot view or print this check type
  • View Only: User can view but not print this check type
  • View & Print: User can both view and print this check type

Page Accessibility

  • The Checks page will be accessible from the Tools menu if the user has at least "View" permissions for at least one check type
  • The Checks page will be inaccessible if the user has "No Access" for both check types

Mixed Permission Behavior

    If a user has different permission levels for the two check types:

  • If one check type is set to View & Print while the other is set to View, only checks of the type with "View & Print" permission can be printed
  • Checks of the type with "View" permission will still display but cannot be printed
  • If one check type is restricted entirely while the other is not, only checks with "View" or "View & Print" will be displayed
Please note: Admin rights do not automatically grant check access permissions. The ability to view or print checks is controlled exclusively by the settings per check type on the FIS tab in user settings


C. Best Practices

 We recommend regularly reviewing user permissions as staff roles change to maintain optimal security.

D. Related Articles

 Checks: Overview


Conclusion

By implementing these granular permission controls, your organization can effectively balance security requirements with operational needs. This tiered approach ensures sensitive financial information remains protected while allowing appropriate access for authorized personnel.