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How to limit access of Cash Manager role to specific Business Units

edited Apr 7, 2025 2:41PM in Financial Management Resource Center

Summary:

If you assign the seeded Cash Manager role to users, it will give them access to all Business Units in other subledger application tasks like Payables, Receivables, etc. This is because Cash Management data security is NOT partitioned by Business Unit, its security policies allow access to all BU’s.

Content (required):

If you have users who perform both Cash Management and other subledger tasks, you should customize the seeded Cash Manager role to remove the Data Security Policies which give access to all Business units and assign the custom role to them.

For detailed steps, check out the below KM document:

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