Creating Privacy Groups

All Users will be assigned a Privacy Group in the User Maintenance screens.

This determines the Cost Centres, Detail Codes and Classification Codes that they can post to as well as enquire against.  There is a standard set of Privacy Groups for Business Managers, such as BM101, BM102 etc., and Privacy Groups that are pre-defined with individual Cost Centres that will be useful for Users that need access to only one Cost Centre.

New Privacy Groups will have to be created for any User that requires a bespoke Privacy Group of more than one Cost Centre.  These will need to be created before the User can be created on the User Maintenance screens.

Once the Privacy Group has been created, the Privacy Group Code is what you will be selecting on the User Maintenance screens

To create a Privacy Group

• Enter GL Privacy in the Menu search field:

Then click on the  button

• Select CB GL Privacy Group from the results list
• The GL Privacy Group form will open.  Add the code of the Privacy Group to the Group field and click on the   button:

Please note: the code added to the Group field above is for illustrative purpose - you should add your own codes and you will be able to add these Privacy Group Codes via the User Maintenance screens.

• Add a description for the Privacy Group to the Description field and click on the  button.
• Click on the  button to add the required Cost Centres to the Privacy Group.  A Cost Centre tab will be added to a Grid at the bottom of the form:

• Add the following details to the Line in the Cost Centre tab:
• In the Level column select the Cost Centre (Primary Dim) (0) option from the drop-down list.
• In the From Code and To Code columns either add a range of Cost Centres or add an individual Cost Centre to both fields.
• Where Details Codes are to be included in the Privacy Group, they can either all be added or specific Details Codes can be added.

To include all Details Codes select the All Details Codes tick box on the form:

To add specific Details Codes click on the  button and a Detail Codes tab on the Grid at the bottom of the form will then be displayed:

• Add the following details to the Line in the Details Codes tab:
• In the Level column select the Detail Code (0) option from the drop-down list.
• In the From Code and To Code either add a range of Detail Codes or add an individual Detail Code to both fields.
• Where Classification Codes are to be included in the Privacy Group, they can either all be added or specific Classification Codes can be added.

To include all Classification Codes select the All Class Codes tick box on the form:

To add specific Classification Codes click on the  button and a Classification Codes tab on the Grid at the bottom of the form will then be displayed:

• Add the following details to the Line in the Classification Codes tab:
• In the Level column select the Classification Code (0) option from the drop-down list.
• In the From Code and To Code either add a range of Classification Codes or add an individual Classification Code to both fields.
• Select the Rebuild tick box on the form and click on the  button.

• Click on the   button
• Click on the  button again.

The Privacy Group has now been created.