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Treasury: Creating, Editing or Copying a User Role
In the
Cash Management
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 or withdraw 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.
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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