# Restrict access to accounts

{% hint style="info" %}
This page describes the current experience. A new version of this feature is being rolled out and might already be available to you. See [Overview of Manage financial statements (Beta)](https://docs.phocassoftware.com/financial-statements/managing-statements/overview-of-manage-financial-statements-beta) for details.
{% endhint %}

{% hint style="info" %}
User permission: Manage Custom Statements and Access restricted account transactions
{% endhint %}

Typically, access to your organization's financial information is controlled by different factors and usually managed by your Administrator. You can also restrict access (for all users) at the account level. For example, if you want to restrict users from accessing sensitive information such as payroll details, you can restrict access to the Salary & Wages account.

When you restrict access to an account, in the statements grid, users will be able to see the total amount for the restricted account but not drill down into the transactional level detail (when you right-click the amount, the **Transactions** option is not available).&#x20;

{% hint style="success" %}
To allow specific users or groups of users to access the restricted accounts, contact your administrator and ask them to enable this via the **Access Restricted Account Transactions** checkbox in the user profile settings.
{% endhint %}

In the following example, a restriction is applied to the Salary & Wages account, so users can access transactions for all other accounts (such as Uniforms) except for the Salary & Wages account.

<div align="left"><figure><img src="https://content.gitbook.com/content/KhoFIsurMPEjkuBz9YkN/blobs/A1WhB5nnhno5DagmLCut/2845081621.png" alt="" width="375"><figcaption></figcaption></figure></div>

1. In the **Statements** window, click **Account Restrictions**.<br>

   <div align="left"><figure><img src="https://3180484653-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKhoFIsurMPEjkuBz9YkN%2Fuploads%2Fy5yeAXtF3hgN0ZfzHhby%2Fimage.png?alt=media&#x26;token=7762b2ac-17fe-4528-b20e-e5e89cd1b71f" alt="" width="563"><figcaption></figcaption></figure></div>
2. Select the checkboxes of the account(s) to which you want to restrict access, then click **Save**.

   <figure><img src="https://content.gitbook.com/content/KhoFIsurMPEjkuBz9YkN/blobs/VOKENNzt9InfqOO0ZmZr/2845081628.png" alt=""><figcaption></figcaption></figure>
3. Click **Close** > **Close** > **Yes** to [rebuild the database](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-a-financial-statement/rebuild-the-database).


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.phocassoftware.com/financial-statements/managing-statements/restrict-access-to-accounts.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
