Access Data

In prior versions iNovah used Access Data on the User/Group Security page to determine which Users could ‘access’ other’s payment data for queries and reports.  This model has changed and iNovah now using Offices and Business Units to restrict payment viewing and access. 

v Payment Types

In order to access a particular payment the User will need to have permission to the Business Unit.  Information will be limited by the Business Units as well.  A User will only be able to access the payment data for payments that are listed in the Business Unit the User.

v Business Unit Data Access

In order to access other User’s data, there is a check box called ‘Business Unit Data Access’.  When checked for a user, that user has access to payments within the Business Unit(s).  When not checked, the User will have access only to their own payments.

v Office

Office will still control the information across the office level.  A User, even with ‘Business Unit Data Access’ checked will only access the information from Users within the same office they to which they are assigned.

The Business Units page is located at Configuration>Remittance Configuration>Business Units.

(Example of the Business Units page)

(Options for the Business Units page)

Related Topics

Remittance Configuration - Business Units