Hi,
Currently the File Owner permission is required to;
* Set up Superannuation categories
* Set up bank feeds
* Make changes to bank feeds
All three of these actions are things that bookkeepers/accountants need to be able to do and we shouldn't require file owner rights to do it. If you want to be overly concerned about the security of those items, put them on a SMS verification like you do with Pay Super.
We've had a number of situations where file owners have given 'file owner' rights to bookkeepers just so they can do the above, and it has lead to issues down the track with the bookkeeper going rogue and taking full ownership of the file.
Cheers,
Liam
Hi Alan,
Yes am using 2016.1.1.
Not sure where you create those categories that you're referring to? I realise user roles can be created within the application (Setup > Users) but these are ignored when dealing with those three items; the Online Owner right trumps whatever local role is selected.
In my specific case the users have all got full admin rights to the data file, but they still can't do the above items as they aren't online file owners.
Cheers,
Liam
