1. In Administration, click Set up system security.
2. Click New Group.
3. Enter a Group Name and Description.
4. On the System Components tab, only highlight and mark the General Ledger checkbox.
5. Under General Ledger Privileges, highlight and mark the Records checkbox.
6. Click Options.
7. Mark the checkboxes for Accounts, Projects, and Budget Scenarios.
8. Unmark all checkboxes for rights except 'View' for Accounts and Projects.
9. For Budget scenario, ensure all checkboxes are marked.
10. Save the new security group.
11. On the Group Members tab, assign the appropriate users to the group.
12. Save and Close the user group.
13. Users must exit and sign out and log back in for changes to take effect.