Security Overview

AptaFund provides security that safeguards against unauthorized access to accounting information and unauthorized and/or malicious data corruption.

The person setting up security must have either Fund Administrator template permissions or view/edit/delete permissions for all groups in the Administration module.

User access in AptaFund

User permissions

User permissions determine which AptaFund menu items each employee can see and access.

User access can be assigned either by the use of security templates — either system templates or templates created by your Fund Administrator — or by giving access to specific actions within individual modules.

• If employees don't have access to a certain module — for example, Payroll — they won't even see the Payroll menu in the Home window.

• If employees have access to only certain items in a module — for example, Add Purchase Order in the Purchasing module — they will see only those items in that module's menu.

Account code security

Account code security determines which account codes are available to users in different groups.

Security menu commands:

• Manage users

• • Add & edit user accounts that allow registered users to log on to AptaFund.

  • Add & edit user permissions. These permissions determine which parts of AptaFund each employee can see and access.

  • Enable & disable user accounts.

  • Send invitations to users to register to log on to AptaFund.

  • Send emails to users who have forgotten their passwords.

  • Mass assign a security template

  • Mass assign account code security

  • Mass update default cycle

  • Update users' accounting cycle

• Manage security templates — review system templates, or copy, add, edit, & delete templates

• User Permissions — read-only window that displays all of a user’s permissions across all modules

• Account code security —  add, edit, and delete account code security groups

• User Account Code Security — read-only window that lists all users assigned to account code security groups

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