As financial data is generally sensitive and access restricted, the following sharing model should be used.
Note: Sharing is fully enabled in Cloud Plus (Enterprise or Unlimited Edition)
1. Create Public Groups:
• Setup > Administration Setup > Manage Users > Public Groups
AccortoAdmins
AccortoManagers
2. Define the Sharing Settings:
• Setup > Security Controls > Sharing Settings
The “Default Sharing Settings” should be as in the table below
In the section “Sharing Rules” create the sharing settings for objects as in the table below.
Functional Role | Objects | Default Sharing | Owned By | Shared With | Access Level |
Administration | Fin Org (financial organization) define a group within a company. This may be a department, division, subsidiary , outlet, etc. Classification of a financial transaction (e.g. expense), used in financial and tax reporting. Tax | Public Read Only | Accorto Admins | All Internal Users | Read Only |
Accounting | Payment | Private | Accorto Admins | Accorto Managers | Read Only |
Management | Project represents a task or group of tasks that are tracked. Resources | Public Read Only | Accorto Managers | All Internal Users | Read Only |
User | T&E Item T&E Report | Private |
For each Accorto Financial Organization, you can define an “Administration” and “Management” group.
If defined, the members of that group (e.g. roles, users) get full access to the objects listed above. In addition the members of the Administration group get full access to the individual records. Accountants would be members of the Administration group.