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Enabling Subledger Permissions

Enabling Subledger Permissions

Follow these steps to enable permissions for subledgers and subledger assessments:

  1. In CINC, go to System > Security Permissions.

    OR

    In CINC with universal navigation, go to Settings > Security > Security permissions.

  2. In the Setup section, locate the Subledger permission and enable the toggles for the appropriate permissions.

    • Add: When enabled, you can add new subledgers on the Subledgers Setup page.

    • Update: When enabled, you can make changes to existing subledgers.

    • Delete: When enabled, you can delete subledgers that are not flagged for security deposits. Only delete security deposit subledgers that have no financial transactions associated with them.

    • View: When enabled, you can access the Subledgers Setup page.

  3. In the Setup section, locate the Subledger Assessments permission and enable the toggles for the appropriate permissions.

    • Add: When enabled, you can add new assessments to subledgers.

    • Update: When enabled, you can make changes to existing assessments on a subledger.

    • Delete: When enabled, you can delete assessments from subledgers.

    • View: When enabled, you can access the Subledger Assessments page by clicking a subledger’s description on the Subledgers Setup page.

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