Securing Bank Details
From Catalyst
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
Within Platinum, Customers 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 & Parameters" -> "Maintenance Options" -> "System Administrator" -> "User Maintenance" -> "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 customer and suppliers they will not be able to report on this information either.
