Difference between revisions of "Securing Bank Details"
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(New page: {{PreRelease}}{{Review}} == Summary == Within Platinum, Customers and Supplier details can hold associated banking details. == More Information == This banking information can be secured ...) |
Katy Kitchen (talk | contribs) |
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== Summary == | == Summary == | ||
| − | + | Customer and Supplier details can hold associated banking details. | |
== More Information == | == More Information == | ||
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=== Setting Security === | === Setting Security === | ||
| − | Go to | + | Go to {{UserSettings}}. |
| − | * Set {{DataPrompt| | + | * Enter the name of the user you want and select {{Button|Search}}. |
| − | + | * Navigate to the {{Tab|Permissions}} tab. | |
| + | * Select {{Button|Edit}}. | ||
| + | * Enter {{DataValue|bank details}} for {{DataPrompt|Search for:}} and select {{Button|Search}}. | ||
| + | * Set {{DataPrompt|Amend Banking Details:}} to {{DataValue|No}} to disable the "Banking" tab or {{DataValue|Yes}} to enable it. | ||
| − | {{ | + | {{Note|Once a user has been set to '''not''' view or amend the banking details for your customers and suppliers, they will '''NOT''' be able to report on this information either.}} |
| + | |||
| + | == See also == | ||
| + | * [[:Category:Getting Started|Getting Started]] | ||
| + | * [[:Category:Hints and Tips|Hints and Tips]] | ||
| + | |||
| + | {{KB_Tags|bank details, security, iban, bic, swiftbic, bank account}} | ||
| + | {{Hint}}{{ZN_Admin}} | ||
| + | |||
| + | {{KB_Ref|RP71}} | ||
Latest revision as of 08:20, 31 May 2022
Summary
Customer and Supplier details can hold associated banking details.
More Information
This banking information can be secured so only certain users with Platinum can view and amend it.
Setting Security
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you want and select [Search].
- Navigate to the [Permissions] tab.
- Select [Edit].
- Enter 'bank details' for "Search for:" and select [Search].
- Set "Amend Banking Details:" to 'No' to disable the "Banking" tab or 'Yes' to enable it.
 | Once a user has been set to not view or amend the banking details for your customers and suppliers, they will NOT be able to report on this information either. |
See also
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Tags
RP71
