# Setup Configurations for Account Setup

**YouTube:** [How to Configure Multiple Setup Accounts Configurations and Assign Them to Users?](https://youtu.be/J8KhZ4ClfIk)

## How to Configure Multiple Setup Accounts Configurations and Assign Them to Users?

This tutorial explains how to **set up and manage Account Configurations in Logic ERP**. It covers creating multiple configurations, customizing account-level settings, assigning them to users, and understanding how these configurations control field visibility and access. This feature ensures better control, security, and customization of account-related operations.

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### **Objective of Account Configurations**

* Customize Account Setup based on **User Roles**
* Control **field visibility and accessibility**
* Enhance **data security and standardization**
* Simplify account creation workflows

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### **Accessing Account Configuration Setup**

* Navigate to **Main Menu → Setup Module**
* Open **Setup Account Menu**
* Click on **“Setup Configurations for Account Setup”**

<figure><img src="/files/IeEfnqQNhQFTFPZ1fHDW" alt=""><figcaption></figcaption></figure>

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### **Creating Account Configurations**

* Enter **Configuration Name(s)**

<figure><img src="/files/mMVoQH8EvIViw2YinP1P" alt=""><figcaption></figcaption></figure>

* Click **Save**
* Multiple configurations can be created as per requirements

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### **Defining Configuration Settings**

* Select a **Configuration Name**

<figure><img src="/files/tYibzhqSl2Y19uxRY84E" alt=""><figcaption></figcaption></figure>

* Click on **Set Configuration**
* Customize settings such as:
  * Field visibility
  * Editable fields
  * Restrictions (e.g., credit-related fields)

<figure><img src="/files/XLuSmJmNXt71OCN3wHOT" alt=""><figcaption></figcaption></figure>

***

### **Assigning Configurations to Users**

* Navigate to **Main Menu → User Access Module**
* Click on **User Access Rights**
* Select the Desired **User**

<figure><img src="/files/fA6nQhVfyEaEOKsa1lrG" alt=""><figcaption></figcaption></figure>

**Grant Configuration Access**

* Navigate using **Left/Right Arrow Buttons**
* Locate **Setup Account Configuration Option**
* Select required configuration(s)

<figure><img src="/files/DU9lxhskMJgV74Op4wt7" alt=""><figcaption></figcaption></figure>

* Click **Add**
* Click **Grant Access**

<figure><img src="/files/RjJS6KIYNGFur8HeOl4A" alt=""><figcaption></figcaption></figure>

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### **Effect of Configuration on Users**

* Log in with the assigned user account
* Open **Setup → New Account Window**

**Example 1: Restricted Configuration**

* Fields like:
  * Credit Limit
  * Bill Limit
  * Credit Limit Variance

<figure><img src="/files/2bce5krT1IZjfP7yL6sG" alt=""><figcaption></figcaption></figure>

* Are **hidden or disabled**
* User cannot view or edit these fields

**Example 2: Full Access Configuration**

* Assigned to another user
* Fields like:
  * Credit Limit
  * Bill Limit
  * Variance

<figure><img src="/files/XSiXg2t8zl1vIekqNJ3w" alt=""><figcaption></figcaption></figure>

* Are **enabled and visible**
* User can access and modify these fields

Implement **Multiple Configurations**

* Log in with different users
* Compare:
  * Field visibility
  * Access permissions
* Confirms correct configuration assignment

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### **Key Benefits**

* Ensures **role-based access control**
* Prevents unauthorized data changes
* Improves **data accuracy and compliance**
* Provides **flexibility in account management**

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### **Final Outcome**

* Users operate under **customized configurations**
* Sensitive fields are **secured and controlled**
* Account setup becomes **standardized and efficient**
* Overall system control and governance are enhanced


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