SecurityLevel
Purchasing lets you control which groups of employees have access to each document type, and what modification/control actions these individuals can take once they gain access. Use the Document Types window to specify your security options.

You can restrict document access based on the following Security Level options for each document type:

Private : Only the document owner and subsequent Approvers can access the document.

Hierarchy: Only the document owner, subsequent approvers, and individuals included in the security hierarchy can access the document. Within the installation security hierarchy, you can access only those documents that you or your reporting employees own.
Attention: You must define one position hierarchy including all positions that require access to the document types you want to control with a Security Level of Hierarchy. You need to specify this hierarchy in the Purchasing Options window before you can choose a Security Level of Hierarchy for a given
document type.

Purchasing : Only the document owner, subsequent approvers, and individuals defined as buyers can access the document.

Public: All system users can access the document.

Access Level
In addition to the Security Level, you specify an Access Level to control what modification/control actions you can take on a particular document type once you gain access. Document owners always have Full access to their documents. The Access Level options include:

View Only: Accessing employees can only view this document

Modify: Accessing employees can view, modify, and freeze this document

Full: Accessing employees can view, modify, freeze,close, cancel, and final–close this document

Important Points

• Both the Security Level and Access Level apply to existing documents.
• Anyone with menu access to the document entry windows can create a document. Once the document is saved, these individuals then become the document owners.
• The Security Level and Access Level work together. For example, if you assign a Security Level of Public and an Access Level of Full to standard purchase orders, then all users can access all standard purchase orders from document entry, view, and control windows.