Accounting Roles and Permissions
Assign roles and permissions to Realm Accounting users just as you would any other user.
Only roles assigned with an accounting role have access to Realm Accounting, and anyone assigned to a role is only given access to certain areas. Financial administrators, periodically check your list of Accounting users to make sure all who need access have it.
Accounting roles are broken up into four primary functions:
Accounting Administrator— This person has complete oversight into Realm Accounting, establishes settings, and performs some or all of its functions.
Accounting Oversight— This person has complete oversight into most of Realm Accounting but doesn't perform certain functions like period end and bank reconciliation.
Accounting Specialist— Customize this role depending on the functions you want this person to perform.
Bank Reconciliation— This person performs bank reconciliations for the church.
Assign Accounting Permissions
Grant accounting permissions to people with or without a profile in Realm Accounting.
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You must be a system administrator to add the first accounting administrator.
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From there, the accounting administrator will add all remaining accounting users.
Require Two-Step Verification for an Accounting Role
Require two-step verification for any or all accounting roles.
- You must have accounting administrator permissions to perform this task.
- In the top-left corner, click your ministry hub then Accounting. Then click Users.
- In the box labeled Two-Step Verification, click Manage.
- Select the roles that require two-step verification.
- Click Save.
Edit an Accounting User
If a financial user's role changes, edit their permissions.
- You must have accounting administrator permissions to perform this task.
Delete an Accounting User
Revoke someone's Realm Accounting permissions.
You must have accounting administrator permissions to perform this task.
If someone has moved to a position outside of the financial department, delete them to revoke their Realm Accounting permissions.
- In the top-left corner, click your ministry hub then Accounting. Then click Users.
- Click next to the accounting user, and select Delete.
- To confirm, click Delete.