Security Setup
Managing user access in MAXMONEY involves two key components: Roles
(security levels) and Users. It's essential to create your Roles
first before setting up individual users. A user can be assigned to multiple roles, and a single role can be applied to
multiple users, offering flexible control over access permissions. The Security Setup is divided into the following sections:
User Security & Access
Setup
Section
Description
Documentation
Roles
Navigate to Setup > Security > Roles to configure different security
levels
Roles
Users
Go to Setup > Security > Users to create and manage individual
user accounts
Users