Define Account Structures - the Lock Tab

Here you can lock groups of accounts in such a way that only users with access to a password can change the account. Name, Short Name, and Account Description in local language can always be changed, even for locked accounts. You can lock individual accounts, but it is more practical to work with groups of accounts.

Procedure

  1. On the Maintain menu, click Account Structure/Define. The Define Account Structure window opens.
  2. On the Lock tab, click the New button to add a new lock group.
  3. In the Code text box, enter the lock group code. The code can include no more than 6 characters.
  4. In the current Password text box, enter the password required to change the account settings and to change the lock group. The password can contain no more than 8 alphanumeric characters.
  5. In the Name - Group and Name - Local text boxes, enter a description in group and local languages of the lock group. The lock group description can contain no more than 50 characters in both local and group languages.
  6. In the Available Accounts list box, select the account codes you want to include in the lock group and click the right arrow button. Accounts used in other lock groups are not available. The selected accounts appear in the Selected Accounts list box.
  7. Click Save.

Results

Tip: To move all accounts from the Available to the Selected list box, click the double arrow button.
Note:
  • There are two ways of unlocking an account. Either you unlock the group where the account is included on the Lock tab, by entering the password. Or, you unlock the account on the Define tab or Overview tab by using the Unlock button and entering the password for the lock group where the account is included.
  • If you have a blank password and click Cancel, the lock group will be unlocked.