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Controlling access to bank feeds

Online company files only

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.

  1. Go to Setup menu > User Access > Manage Roles tab.

  2. Select a role you want to edit.

  3. Click the Banking option in the middle list to give all users who have been assigned the selected role access to all banking features, or only select the Bank Feeds and Banking Command Centre options in the Banking list to restrict access to just the bank feeds feature.