Add Fiscaal authorisation filters
In Profit Fiscal, you must record an authorisation filter.
You can add authorisation filters for tables for which you wish to limit access.
Add data filters:
- Go to: General / Management / Authorisation tool.
- Go to: Extra / Data filter maintenance (or click the
button).The Data filters window is opened.
On the left-hand side of the window are the tables to which authorisation with data filters can be applied. In the tables for which filter authorisation is active the filter symbol is shown in red.
- Select the Fiscal - Income tax clients (Windows) filter type.
- Select According to filters for Default access selected filter type:.
Note:
After selecting According to filter, Profit can authorise based on filters for all the groups and users. Seeing that none of the filters have been activated for the groups and users, your users can no longer have access to the data in question until you add and activate the filters for the relevant groups and users.
Profit reports that you must add at least one filter. This message only appears if there are no filters yet for the filter type.
- Click on: OK.
- Add the filter that lets through all the data. Without this filter, none of the users could view all the dossier items.
- Click on: Add.
- Enter a clear name for the filter under Description, for example Complete access.
- Leave the selection for Access set to Complete.
- Click on: Refresh to check the operation of the filter.
- Add a filter for a client group.
- Click on: Add.
- Enter the description of the filter.
- Select According to filter.
- Select the Client group field name and enter the value for the client group for which you want to authorise.
- Click on: Refresh. This allows you to check the operation of the filter.
- Click on: OK.
- Click OK if Profit reports that only the filter is saved, not the result just shown.
- Repeat the above steps (from step 4) for the Fiscal - Process income tax clients (ProfitWeb) filter type.
- Close the Authorisation tool.
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