How to Create Security Control Users & Manage Permissions in Tally Prime
How to Create Security Control Users & Manage Permissions in Tally Prime
Step-by-step security SOP to create user accounts, assign custom roles, and enforce permission restrictions in Tally Prime for MCA compliance.
Who is this for: Security & Admin
Enforcing user access control in Tally Prime is a fundamental requirement for internal financial control and MCA Audit Trail compliance. Setting up individual Security Control Users allows company administrators to assign specific roles (Data Entry, Auditor, Accountant) and restrict unauthorized voucher or report access.
Quick Answer: How to Setup Security Control Users in Tally Prime?
TrulyInvoice connects securely to Tally Prime via the local Port 9000 XML-RPC gateway. Tally Prime's Security Control feature allows administrators to define custom user roles (e.g. Purchase Data Entry, Auditor, Accountant) and restrict permissions for backdated purchase vouchers, master alterations, and sensitive financial reports.
- Enable Administrator: Alt+K (Company) > Alter > Set 'Control User Access' = Yes.
- Create User Roles: Alt+K > User Management > User Roles (Set Disallow/Allow permissions).
- Assign Credentials: Alt+K > User Management > Users and Passwords.
- TrulyInvoice authenticates via local Port 9000 to post clean purchase vouchers.
Step-by-Step SOP: Setting Up Security & Roles
- Enable Administrator Control: Press
Alt+K (Company) > Alter. Set Control User Access to Company Data =Yes. Define Admin credentials. - Define Custom User Roles: Go to
Alt+K > User Management > User Roles. Create roles (e.g. Purchase Clerk or Auditor). Set Disallow rules for backdated entries or report printing. - Assign Passwords: Go to
Alt+K > User Management > Users and Passwords. Add employee usernames and select their respective roles.
Secure Purchase Voucher Posting via TrulyInvoice
Sharing admin credentials with data entry staff to post vendor purchase bills creates severe security and audit risks. With TrulyInvoice, purchase bill processing is handled securely.
TrulyInvoice parses vendor purchase invoices using AI and syncs verified F9 Purchase Vouchers directly into Tally Prime via the authenticated local Port 9000 connector in 15 seconds.
Founder & Chief Architect of TrulyInvoice