Difference between revisions of "Securing Bank Details"
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=== Setting Security === | === Setting Security === | ||
| − | Go to {{ | + | Go to {{UserSettings}} and navigate to {{Menu|General Security 2}}. |
* Set {{DataPrompt|View/Amend Banking Details:}} to {{DataValue|N}} to disable the "Banking" tab or {{DataValue|Y}} to enable it. | * Set {{DataPrompt|View/Amend Banking Details:}} to {{DataValue|N}} to disable the "Banking" tab or {{DataValue|Y}} 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. | * 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. | ||
Revision as of 16:15, 13 September 2016
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" and navigate to " General Security 2".
- Set "View/Amend Banking Details:" to 'N' to disable the "Banking" tab or 'Y' 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
