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Administrator Guide
Last Updated: 2024-11-01
Steps: Set Up Security for Expense Items

Steps: Set Up Security for Expense Items

Create expense items.
You can use security segments to make expense items available to all payees or restrict the items to subsets of payees, such as executives and managers. You can include expense items on 1 or more security segments, and can include:
  • A combination of individual and grouped expense items.
  • All expense items in an expense policy group.
  • Individual expense items.
Examples: You want to restrict expense items for:
  • First-class airfare to C-level executives.
  • Mobile phone charges for sales team members.
  • Payees in specific regions.
  1. Access the
    Create Expense Item Security Segment
     task.
    Create security segments for each of your access requirements. For efficiency, we recommend that you create segments from the least to the most restrictive.
    Security:
    Set Up: Expense Item Security Segments
     domain in the System functional area.
  3. Edit Domain Security Policies.
    To activate your segment security policy for expense item transactions and reporting:
    • Select
      Expenses
       on the
      Functional Area
       prompt.
    • Select the
      Access Expense Item (Segmented)
       category.
    • Remove the
      All Users
       default security group.
    • Add your segment-based security groups.
  4. Activate Pending Security Policy Changes.
To delete security segments from security groups, access the
Delete Expense Item Security Segment
 task.