Security control in Tallyprime

Set Up User Access Control | Set/Remove Security Settings

Security of business transactions and financial reports is critical, especially to avoid misuse or unauthorised access. TallyPrime helps you set up security for your company and change the credentials when required. Based on your business practice, you can enable the security feature by altering the company in TallyPrime.

Control user access to Company data

1. Press Alt+K (Company) > Alter.
2. Enter security details:
   1. Set Control User Access to Company Data to Yes.
      If you do not see this option, press F12 (Configure) > set Use User Access Control to Yes.
   2. Provide the Username (Administrator) and Password. The credentials you specify here must be entered every time you open your company.
      As you press Enter, the following warning message appears:
      
3. Accept the changes. As always, you can press Ctrl+A to save.
   
4. Use TallyAudit features: TallyAudit allows the administrator or an auditor profile user to track changes in the accounting information.
5. Disallow opening in educational mode: Set this option to Yes, if you do not want the company to be opened in the educational mode. In the educational mode, you can record transactions only on the first and last day of a month.
6. On accepting the company creation screen, if you have specified TallyVault password, TallyPrime prompts you to enter the user name and password.

Alter security

Once you have saved the company, you can alter the credentials anytime later, from:

• Company alteration screen
• Users and Passwords menu

To alter security from the company alteration screen:

1. Press Alt+K (Company) > Alter.
2. Select the company, if multiple companies are loaded.
3. You can change the administrator name, password, or both.
   1. To alter only the name of administrator:
      • Security > enter a new Username (Administrator).
      • Enter the existing password in all the password fields.
   2. To alter only the password:
      • Security Control > enter the existing Username (Administrator).
      • Enter a new Password, and repeat it in the Repeat Password field.
      • Enter the Old Password.
   3. To alter both the administrator name and the password
      • Enter a new Username (Administrator) and a new Password.
      • Enter the  Old password .

To alter security from the User and Passwords menu

1. Press Alt+K (Company) > select Change User.
2. Change the username or password.
   • Change User: Select Change Username and provide a different username.
   • Change Password:
     1. Enter the Old Password.
     2. Enter a New Password, and repeat it in the Confirm New Password field.

When altering security setting, providing the old password ensures that an authorised user is attempting to alter the credentials of the company.

When altering security setting, providing the old password ensures that an authorised user is attempting to alter the credentials of the company.

Remove security control

1. Press Alt+K (Company) > Alter.
2. Set Control User Access to Company Data to No.
3. Enter the existing password in the Current/Existing Password field.
4. Accept the changes. As always, you can press Ctrl+A to save.

TallyVault

Based on your business environment, if you want to maintain privacy of the company that you have created in TallyPrime, use TallyVault. Providing a TallyVault password encrypts your company and all the transaction details, including the company name. Next time you open your company, you will need to first enter this password to view the company name and other details.

TallyVault is an enhanced security system that allows encryption of your company data. Encryption involves converting normally accessible Tally information into unrecognizable information, which can only be reconverted by authorised persons.

You can set a TallyVault password:

• On the Company Creation screen, while creating the company in TallyPrime.
• (If you had already created a company without a TallyVault password) By selecting the TallyVault option from the Company menu: Alt+K (Company) > TallyVault.
  You can also alter the TallyVault password from the same screen.

For more information, refer to TallyVault under Access Control and Security.

If you have specified credentials for security control and the TallyVault password, next time you open the company, you will need to first enter the TallyVault Password and then the security credentials.