How to Restrict Who Can Create and Edit Global Rules
Controlling Who Can Manage Global Rules
The account owner and admins can choose which roles may create, edit, retire and reorder your firm's Global Rules. Permissions are set per role, not per person, and a change you make applies only to your firm.
Where to Find Permissions
- Click your account name dropdown in the top right corner.
- Select Permissions.
Only the account owner and admins added on the Customer Admin page see this option.
Understanding the Permissions Page
Each row is one permission, with its description and an Allowed Roles column that holds a checkbox for EMPLOYEE, FIRM and CLIENT. The checkboxes show the settings that currently apply to your firm, and a change is saved as soon as you click a checkbox.
Two permissions relate to Global Rules:
- Manage Global Rules: create, edit, retire and reorder your firm's Global Rules.
- Bulk AI Rule Update: run the Bulk AI Rule generator across unmatched transactions.
Default Settings
Until your firm changes a permission, the default applies. By default, EMPLOYEE and FIRM are checked for both permissions, and CLIENT is checked for Bulk AI Rule Update only.
How to Stop Staff from Managing Global Rules
- Open the Permissions page.
- In the Manage Global Rules row, uncheck EMPLOYEE.
Staff you add on the Employees page have the EMPLOYEE role, so this stops them from creating, editing, retiring or reordering Global Rules. To also stop them from running the Bulk AI Rule generator, uncheck EMPLOYEE in the Bulk AI Rule Update row.
Note: The account owner and admins always keep both permissions, so they are not offered as choices on the page. Because permissions are set per role, every user with the EMPLOYEE role gets the same access. A supervisor who must keep managing Global Rules after you uncheck EMPLOYEE needs to be an admin, added with Add Admin on the Customer Admin page. Admins see every client and can also open the Permissions page.
Tip: Employees only see the clients assigned to them, while the account owner and admins see every client.
When Changes Take Effect
If someone already has LedgerSync open when you change a permission, their screens show the change after they reload the page or sign in again.
Related Articles
- Benefits of the LedgerSync Rules Engine
- Working with Global Rules and Global Categories
- How to add employees to LedgerSync and assign clients to them
Need Help?
Contact our support team at support@ledgersync.com, or choose Book 1x1 Support in your account menu to schedule time with us.