User roles

Hi BronH1,

Thank you for your post.

To grant access for creating electronic bank files, you'll need to adjust the user's roles. Typically, access to this feature is controlled by permissions related to banking. I'd suggest checking the user's role settings and ensuring they have the necessary permissions enabled for creating electronic bank files. For more information, please refer to this Help article: Set up roles.

Feel free to create a new post again if you need further assistance.

If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

Cheers,

Princess

Just to clarify - for this User I have assigned Payroll; on the Manage Roles tab Payroll has all the boxes ticked, including Prepare Electronic Payments?? I have just spoken on the phone to Customer Support who told me to assign her as Administrator role but won't that give her access to the whole company file?? Very frustrating !!

Hi BronH1,

Thank you for providing further clarification of your concern.

I apologize for the inconvenience you've experienced with user access. It's advisable to assign only one role to a user in the Manage Users tab. Having multiple roles checked could potentially restrict access to other areas of the system.

Furthermore, if you haven't already done so, it's recommended to ensure that "Prepare Electronic Payment" is marked in the banking tab.

Please don't hesitate to reach out if you need any additional assistance.

Thanks
Genreve