User permissions in OnBalance

Permission groups

Access to OnBalance works with the concept of permission groups. Permission groups allow you to control which users can see and manage data in OnBalance. Permission groups are useful in the following ways.

  • Instead of defining permissions for each user, you can define permissions for groups of users (for example, "Sales Team") and then add one or more users to this group.
  • When you want to change user permissions, you can do it just once by changing the permissions for the whole group instead of for each individual member of the group.

An OnBalance user can be assigned to one or more permission groups. The user will have the sum of all the permissions belonging to the assigned groups.

Example

  • Permission Group A has access only to the Accounts Payable report.
  • Permission Group B has access only to the Accounts Receivable report.
  • The user is assigned to Permission Group A. User has access only to the Accounts Payable report.
  • The user is then assigned to Permission Group B. The user will now have access to both the Accounts Payable report and the Accounts Receivable report.

Permission levels

To further simplify permission setup in OnBalance, you have only two levels of permission per area.

  • See: Allows the user only to see the data of a specific area of OnBalance.
  • Manage: Allows the user to add, edit, and delete all data in a specific area of OnBalance. 

OnBalance comes with some pre-defined permission groups, but you can change them as needed.

The availability of some or all of these features depends on your version of OnBalance.