Fixed Assets Management permissions

Fixed Assets Management permissions control who has access and visibility to Fixed Assets Management functionality.

When a new feature is added, you typically need to assign permissions to users. This allows you to control access of who can use those new features.

Fixed Assets Management supports Business and Employee user types. Employee users can only have List and View permissions. Business users can have all permissions.

A user's effective permissions can be influenced by their user type, role, and admin privileges. Learn more about user types and permissions.

Permissions are typically set by user type, or role, for efficient manageability.

Set role-based permissions

  1. Go to Company > Admin > Users, roles, and groups > Roles.

  2. Select Subscriptions.

  3. Find the application and select Permissions.

At the top of the Activities and lists section and Reports section, there are 3 options that let you quickly configure permissions across that application area. For example, to assign users full access to Accounts Payable, select All at the top of the Activities and lists section and Reports section.

Area Shortcut or Radio button options

Activities and lists
  • None: User has no permissions to activities and lists.
  • Read only: User can list and view records.
  • All: User has permissions to all activities and lists.

Reports
  • None: User has no permissions to run reports.
  • Read only: User can run a select subset of reports only.
  • All: User can run all reports.

The Read only and All options function the same for reporting.

Activities and lists

Permission Options

Asset

Asset permissions control the Assets and Asset groups features.

  • List: Displays a list of assets and asset groups.

  • View: Provides a read-only view for asset information and asset group information. Requires the List permission.

  • Add: Allows users to add assets and asset groups. Requires the List permission.

  • Edit: Enables users to edit asset information and asset group information. Requires the List permission.

  • Delete: Users can delete assets and asset groups. Requires the List permission.

Classification

  • List: Displays a list of asset classifications.

  • View: Provides a read-only view for asset classification information. Requires the List permission.

  • Add: Allows users to add asset classifications. Requires the List permission.

  • Edit: Enables users to edit asset classification information. Requires the List permission.

  • Delete: Users can delete asset classifications. Requires the List permission.

Post depreciation

  • Run: Users can post depreciation schedule entries from the Post depreciation page. Requires the Asset List and View permissions.

Bulk action runs

  • List: Displays a list of bulk action runs.

  • View: Provides a read-only view for bulk action runs. Requires the List permission.

Roll forward report

  • Run: View asset lifecycle changes across periods so that teams can reconcile the fixed assets subledger to the general ledger.

Reports

To memorize reports, assign the Memorized reports List and Add permissions from the Company application. Requires the Run permission.

To add reports to dashboards, assign the Dashboard Add permission and Memorized reports List and Add permissions from the Company application. Requires the Run permission.

From the Company application, you can assign Memorized reports and Dashboard permissions to enable users to list, view, add, edit, and delete reports.

Reports Options
Roll forward report Run: Generates the Roll Forward report.