Bank Accounts > Client Staff Access tab

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As part of bank account security, you can grant client staff access to selected bank accounts and exclude access to others.

Choose Setup > Bank Accounts and click the Client Staff Access tab.

Restricting access to a bank account does not automatically restrict access to General Ledger-related commands and reports. Menu commands such as Actions > View Account Activity and Actions > Analyze Client Activity, along with reports such as the General Ledger, Journals, Deposit List, Payment List, and Transaction List can be restricted separately via the client staff security settings in the application.

Notes

  • The Client Staff Access tab is available only when firm security is enabled for your firm's database and Client Access services are enabled for the current client.
  • A client staff member who has been granted access to bank accounts can only perform those tasks that have been assigned to the group in which they belong. These group assignments are defined in the Security tab of the Setup > Firm Information > Client Staff screen.

Fields & buttons

Choose a bank account from the Bank Accounts list frame and click the Add, Edit, or Delete button.

Select the All staff or Selected staff option to enable/disable staff access to the selected bank account.

Note: Bank accounts that are not selected for specified staff cannot be viewed in the application, including in drop-down lists and in filtering fields.

Related topics

Security overview

Assigning staff to security groups

Setting up staff information

Adding and deleting security groups

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