Difference between revisions of "Securing Bank Details"
From Catalyst
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== Summary == | == Summary == | ||
Customer and Supplier details can hold associated banking details. | Customer and Supplier details can hold associated banking details. | ||
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=== Setting Security === | === Setting Security === | ||
| − | Go to {{UserSettings}} and | + | Go to {{UserSettings}}. |
| − | * Set {{DataPrompt| | + | * Enter the name of the user you want and select {{Button|Search}}. |
| − | + | * Navigate to the {{Tab|Permissions}} tab. | |
| + | * 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. | ||
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| + | {{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 == | == See also == | ||
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{{KB_Tags|bank details, security, IBAN, BIC, SWIFTBIC, bank account}} | {{KB_Tags|bank details, security, IBAN, BIC, SWIFTBIC, bank account}} | ||
{{Hint}}{{ZN_Admin}} | {{Hint}}{{ZN_Admin}} | ||
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| + | {{KB_Ref|RP71}} | ||
Revision as of 10:48, 19 June 2017
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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.
- 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
