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Tally User and Rights Assignment SOP

name
Tally User and Rights Assignment SOP
source
Notion CSI Technology Register
csi_tech_id
151
category
Field SOPs
csi_classification
Production Ready
lifecycle_status
Done
client_approved
No
commercial_use
Allowed
current_version
1.0 — 2026-08-04
risk_flag
High Risk
official_url
documentation_url
https://help.tallysolutions.com/tally-prime/security-control/
last_verified
migration_status
Imported
tags
csi-technology-register, notion-migration
11-SOP/Tally User and Rights Assignment SOP.md

Tally User and Rights Assignment SOP

Purpose

Create Tally users and security levels with least-privilege transaction, report and administration rights.

Decision Summary

Owner/Admin rights require named custody. Never use shared Owner or accountant credentials.

Use Cases

Accountant, operator, auditor, manager, payroll/GST user, consultant and owner roles.

Hardware Requirements

Supported server, secure management path, current backup and adequate workload capacity.

Backup Strategy

Export permissions and back up configuration/application data before material changes.

Recovery Strategy

Use approved break-glass access or restore known-good configuration; revoke unintended access and validate.

Secure Boot Notes

Keep Secure Boot enabled where supported; access administration does not require disabling it.

Version History

v1.0 — 2026-08-04 — Initial controlled SOP.

Technology Register Metadata

  • CSI Classification: Production Ready
  • CSI Tech ID: 151
  • Category: Field SOPs
  • Client Approved: No
  • Commercial Use: Allowed
  • Current Version: 1.0 — 2026-08-04
  • Documentation URL: https://help.tallysolutions.com/tally-prime/security-control/
  • Evidence Complete: Yes
  • Last Updated: August 4, 2026 3:16 AM
  • Licence: CSI Internal SOP — underlying product licence terms apply.
  • Lifecycle Status: Done
  • Risk Flag: High Risk
  • Ventoy Compatibility: Not Applicable

Migration Record

Imported deterministically from the CSI Technology Register.

Source classifications, approval state, risk state, version information and testing status have been preserved. No additional approval or validation has been inferred during migration.

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