Tally Prime allows you to define security levels to control user access to different features and data. This helps maintain data integrity and ensures only authorized personnel can access sensitive information.
Here's a step-by-step guide on how to create security levels in Tally Prime:
1. Access Security Level Setup
- Open Tally Prime and navigate to Gateway of Tally > Security Controls > Security Level.
2. Create a New Security Level
- Select Create from the menu.
- Enter a unique Security Level Name (e.g., "Accounts Payable", "Sales Team").
- Provide a brief Description (optional) for clarity.
3. Define Access Permissions
- Select Features to specify which Tally features users with this security level can access.
- Choose Masters to control access to specific master data, such as ledgers, groups, or vouchers.
- Select Transactions to define access to specific transactions like sales invoices, purchase orders, etc.
- Select Reports to restrict access to specific reports.
4. Set User Permissions
- Navigate to Gateway of Tally > Security Controls > User.
- Select Create to add a new user.
- Choose the appropriate Security Level for the user.
- Define additional user-specific permissions (e.g., password, access time).
5. Save Changes
- Once you've defined all the necessary permissions, click Accept to save the security level.
Example:
Let's say you want to create a security level for your sales team. You would create a new security level named "Sales Team" and grant them access to features like sales vouchers, customer masters, and relevant reports. You would also restrict their access to financial data and other sensitive information.
Remember:
- You can create multiple security levels to cater to different roles within your organization.
- Ensure you assign appropriate security levels to each user based on their responsibilities.
- Regularly review and update security levels to reflect any changes in your organization's structure or data access requirements.
By following these steps, you can effectively manage user access and maintain data security within your Tally Prime environment.
