Friday, May 17, 2019

Permission to Access Online Banking Statement

Administrators have access to Online Banking Statement by default. But if a custom role needs to have access to the said transaction, the Administrator must add the required permission.

1. Navigate to Setup > Users/Roles > Manage Roles.
2. Edit the role.
3. Click on Permissions tab > Transactions subtab > add Online Banking Statement permission and provide necessary Access Level.
Note: See Access Levels for PermissionsAnswer Id: 9894 for more information about the different Access Levels.

4. Click Save.

No comments:

Post a Comment