5. Account permissions
A list of the accounts registered are displayed, select each of the accounts individually that this user is to have access to and select the following options as appropriate.
Read Access
- None - completely prevents access to the account
- Restricted - view balance only
- Unrestricted - view balances and transactions
Confidential Payees – Allows the user to create and view payments to Confidential Payees, for example salaries.
Payment Entry - Select the payment types that the user will be able to key, upload and amend
The permission profile can now be given to a user however denotes that the change requires authorisation or further approval by another administrator if dual administration applies, before it can be allocated
The profiles have been created and can be allocated to a user.