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Treasury: Creating, Editing or Copying a User Role
In the
Commercial
tab, click
User Roles
.
1.
Click the
icon next to an existing user role or click the
Create Role
button
and follow the steps on
page 21to create a new user role.
2.
Click the Accounts tab.
3.
Edit a user’s ability to view, deposit to or withdraw from in a specific account.
•
User right is active.
•
User right is disabled.
•
User right is locked and cannot be edited.
4.
Click the
Save
button when you are finished making changes.
Establishing Rights to Access 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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