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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

An ! denotes that the change requires authorisation or further approval by another administrator if dual administration applies