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Controlling access to bank feeds

You can control who is able to view and refresh bank feeds in AccountRight by setting up roles. By default, only users with the Administrator, Accountant/Bookkeeper or Banking roles can view and refresh bank feeds, but you can give this access to anyone you like.

Giving users access to bank feeds when the file is not online

If your company file is not online, you can give other users the ability to update bank feeds by inviting them to become an online administrator. The following procedures explain how to do this.