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How to prevent a preparer not assigned to a specific Rec from importing from Smartview into ARCS?

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edited Feb 15, 2024 5:10PM in Account Reconciliation 5 comments

Summary: Security restrictions for a preparer not assigned a Rec to import from Smartview in ARCS


Content (required): How to Restrict Importing as a preparer from Smartview which you are not assigned as the preparer.


Version (include the version you are using, if applicable): 23.100 Build 167


Code Snippet (add any code snippets that support your topic, if applicable):

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