Bank Accounts > Staff Access tab

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

Choose Setup > Bank Accounts and click the 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 staff security settings in the application.


  • The Staff Access tab is available only when firm security is enabled for your firm's database.
  • A 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 > Staff screen.
  • Staff members who are assigned Administrator privileges cannot be denied access to the client and are made unavailable (grayed) for selection in the Staff Access Selections grid.

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.

Related topics

Security overview

Assigning staff to security groups

Setting up staff information

Adding and deleting security groups

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