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Set access privileges for staff to bank accounts
As part of bank account security, you can grant client staff access to selected bank accounts and exclude access to others.
note
Restricting access to a bank account doesn't automatically restrict access to General Ledger-related commands and reports. Menu commands such as and , along with reports such as the General Ledger, Journals, Deposit List, Payment List, and Transaction List can be restricted separately via the client staff security settings in the application.
Actions
View Account Activity
Actions
Analyze Client Activity
- Select.SetupBank AccountsStaff Access tab
- Choose a bank account from the Bank Accounts list frame and selectAdd,Edit, orDelete.
- SelectAll stafforSelected staffto enable or disable staff access to the selected bank account.
note
- TheStaff Accesstab is available only when firm security is enabled for your firm's database.
- A staff member who has been granted access to bank accounts can only perform those tasks that have been assigned to the group in which they belong. These group assignments are defined in theSecuritytab of theStaffscreen.
- Staff members who are assigned Administrator privileges can't be denied access to the client and are made unavailable (grayed) for selection in the Staff Access Selections grid.
This article applies to:
- Product: Accounting CS
- Subject: Bank reconciliation