Account permissions

The button Account permissions in the user administration opens a dialog box in which you can edit the permissions for all accounts and all users, as an alternative to assigning account permissions to individual users. Changes made here are applied to the properties of the users and vice versa; see section New user – Account permissions. Account permissions always apply to payments, but not to account statements by default. The latter can be set in the system settings.

To change a permission, click the cell in the user column and the account row repeatedly until the icon for the desired state appears. Changed cells are highlighted in blue, and the most recently changed row is additionally highlighted in yellow. The number of changes and the last account affected are displayed under the window title. Only local permissions can be assigned here; permissions from the user profile provided by the bank can only be reapplied.

The meaning of the icons in the cells is displayed as a tooltip at the top of the dialog box:

Empty box: The user has a bank connection and is assigned to the bank. The user does not yet have authorization for the account.
Box with tick: The user has received a permission state for the account via his user profile (HTD).
Tick without a box: The user has been granted a local permission for the account. You can assign these permission here.
Cross without a box: The local permission of the user for this account has been revoked. You can revoke a local permission or a permission from the HTD here.
No icon: The user is not assigned to the bank of the account, so authorization for the account is not possible. If required, you have to change the selection of bank connections in advance.

If the user should have received his permissions from the bank, contact the bank first. If the bank does not send the permissions via HTD, assign local permissions.

As with account permissions for individual users, you can use the Filter accounts button to hide accounts that are not of interest.

Notes: "Local" users without bank connection can basically only have local permissions. Therefore, for them only the icons without boxes are available.

You can assign the correct bank connections, either in the user properties under Bank selection or in the user administration using the button Bank connections overview.

Figure: Configuration of account permissions