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Treasury: Creating, Editing or Copying a User Role
1.
Click the Amount action.
2.
Enter the Maximum Operation Amount the user can approve on the
transaction.
3.
Click the
OK
button when you are finished making changes.
1.
Click the Accounts action.
2.
Select the group or accounts the user has authorization to use.
3.
Click the
OK
button when you are finished making changes.
Part 4 of 8: Choosing the Maximum Draft Amount
If you have Manage Company Policy rights, choose the maximum amount of
funds that can be drafted per transaction. This cannot exceed the Company
Policy.
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Part 5 of 8: Enabling Allowed Accounts
The Accounts tab lets you decide which users have access to perform specific
tasks within an account, including viewing the account and transaction histories
and making deposits or withdrawals.
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