In a multi-user TallyPrime environment, every employee may not need access to all company data. Giving unrestricted access can expose sensitive information and make it difficult to control who can view or enter particular transactions.
The User-wise Permission & Data Restriction TDL for TallyPrime provides a customized permission system that allows administrators to control access for individual users.
With this solution, an administrator can define which vouchers, ledgers, and reports a particular user can access. For example, a user responsible for Sales can be restricted to Sales-related entries, while another user can be given access to Purchase transactions or selected accounting data.
The restrictions are applied according to the configured user permissions, helping businesses maintain better control over their TallyPrime data.
Key Features
User-wise Permission Setup – Configure access separately for each TallyPrime user.
Voucher-wise Access Control – Allow users to access only selected voucher types.
Ledger-wise Permission – Restrict access to specific ledgers.
Report-wise Access Control – Control which reports users can view.
Sales Entry Restriction – Provide Sales-related access to designated users.
Purchase Entry Restriction – Restrict Purchase-related transactions where required.
User-specific Data Visibility – Display only permitted information to the user.
Admin-controlled Permissions – Administrator can configure and manage user access.
Multi-user Support – Suitable for companies where multiple employees work on the same TallyPrime company.
Customized Access Structure – Permissions can be configured according to the organization's workflow.
How It Works
1. Create Users
Set up the required users who will work on the TallyPrime company.
2. Configure Permissions
The administrator assigns specific permissions to each user, such as Sales, Purchase, selected ledgers, or particular reports.
3. User Logs In
When a user logs into TallyPrime, the TDL identifies the configured user and applies the assigned permissions.
4. Restricted Data is Displayed
The user can access only the vouchers, ledgers, and reports allowed under their permission setup.
5. Maintain Centralized Control
The administrator retains overall control and can modify user permissions whenever business responsibilities change.
Example
Suppose a company has two users:
User 1 – Sales Executive
Sales entries: Allowed
Sales-related ledgers: Allowed
Purchase entries: Restricted
Other reports: Restricted
User 2 – Purchase Executive
Purchase entries: Allowed
Purchase-related ledgers: Allowed
Sales entries: Restricted
Other reports: Restricted
This ensures that each employee works only with the data relevant to their role.
Benefits
Improve TallyPrime data security
Prevent unauthorized access to sensitive information
Give employees access according to their responsibilities
Reduce accidental changes to restricted transactions
Simplify multi-user access management
Maintain better control over vouchers and ledgers
Restrict unnecessary report visibility
Create a structured role-based working environment
Who Can Use It?
Trading Companies
Manufacturing Businesses
Distributors
Wholesalers
Multi-user Accounting Offices
Finance Departments
Businesses with Multiple TallyPrime Operators
Organizations requiring customized user permissions
Get User-wise Permission Customized for Your TallyPrime
Control TallyPrime access according to your team's roles and responsibilities with a customized user-wise permission and data restriction solution.
Shivansh Infosys
TallyPrime Customization & TDL Solutions
📞 +91 84609 04467 | +91 63530 61867
🌐 www.shivanshinfosys.in
✉️ info@shivanshinfosys.com