QUESTION:

What district permission settings are available for Accounts?

 

District Admins can restrict or allow school users to enter accounts.  

The options on the District Account Settings screen can be changed by a District Administrator at any time. 

 


PROCESS: 

From  Admin > District > Account Settings  

 


Once the desired options have been selected, click the SAVE button at the bottom of the screen.  

 

 

Prevent Users From Adding/Editing/Deleting Accounts:

  • By selecting this option, school users can view their accounts under the DataFiles menu, but cannot add, edit, or delete of the account information.  
  • Account functions must be handled by the District Administator.  
  • If you check this box, you can then decide to make the following changes:  
    • Allow Users To Make Accounts Active/Inactive – Users will only be able to make accounts Active/Inactive, but cannot edit or delete accounts.
    • Allow Users To Add/Edit Account Managers -  Users will only be able to add/edit account manager names for each account.  
    • Allow Users To Add/Edit/Delete Sub Accounts - Users will only be able to add/edit/delete sub accounts. 

Prevent Users From Entering Account Balances:

  • If users are allowed to enter new accounts, this option will prevent them from entering account balances for any account.
  • Checking this option is recommended as a best practice.  

Show Only Standard Account Types:

  • This option should be selected if standard account types are used.
  • Standard Account types are Asset, Net, Fund Balance, and Restricted Fund.
  • If other account types are needed for setup, this option should not be selected.