Implement Branch / User Access Rights

YouTube: How to Enable Branch / User Access Rights When Creating an Account in Setup New Account?

How to Enable Branch / User Access Rights When Creating an Account in Setup New Account?

In this tutorial, we’ll walk you through the process of implementing branch/user access rights while creating a new account in Logic ERP.

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Access Account Setup

• Navigate to the Setup/Setup Accounts and the click on "Setup New Account"

• Press F5 to open the Configuration Window.

• Locate and disable the option labeled as

“Implement Branch/User Access Rights”.

• For now, keep this feature disabled to observe its functionality.

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Assign Access Rights to a User

• Go to the User Access Rights module.

• Select the user to whom you wish to grant rights.

• Navigate to Accounts and select Account Group.

• Click Add Selection, then assign the appropriate account group.

• Log in as the selected user to verify the rights.

At this stage, you’ll notice that the account list is filtered to show only the accounts belonging to the assigned account group.

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Impact of Disabled Feature

• Since the feature “Implement Branch/User Access Rights” is currently disabled, the system still displays all account groups while creating a new account.

• This means the restriction is not yet applied during account creation.

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Enable the Feature

• Log in as the Administrator.

• Go back to Setup → New Account → Configuration.

• Enable the option “Implement Branch/User Access Rights”.

• Save and exit.

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Verify as User

• Log in again as the user.

• Open Setup → New Account.

• You’ll now see that the account list continues to display only the assigned account groups.

• The system now restricts visibility and access strictly to the groups defined for that user.

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Key Takeaway

• Disabled → Users can still see all account groups while creating accounts.

• Enabled → The system strictly enforces account visibility based on the user’s assigned rights.

This ensures better control and security while managing accounts across different branches and users.