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Insufficient Security Permissions to Create This Transaction

  • 3/12/2025
  • Knowledge

How To
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If you experience the error message "Insufficient security permissions to create this transaction", please see below for information on this issue.

You may experience an error message "Insufficient security permission to create this transaction" when creating a new trust payment/receipt, your LEAP administrator will need to update your user permissions.

Here are the steps to follow:

  1. In the Matter list window, go to LEAP Menu > Settings > Application Settings > Staff > Staff Members Page will load.

  2. Select the relevant staff member and open their contact details.

    Click on the Access & Permissions tab, then click Edit Security Details.

  3. In the Staff Security Details page for that staff member, you'll see various tabs. Click on General Trust, where you'll find multiple options that can be checked or unchecked.

  4. Adjust the user’s permissions as needed, ensuring that All Other Transactions is enabled.

  5. Click Save in the bottom right corner to confirm the changes.

Last Modified Date
3/12/2025 6:32 pm
Title
Insufficient Security Permissions to Create This Transaction
URL Name
Insufficient-Security-Permissions-to-Create-This-Transaction-NZ

Resolution
Trust Accounting
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Insufficient Security Permissions to Create This Transaction