Account permissions

The button Account permissions in the user administration opens a window that displays all accounts and users in a table. Here you can set for each user which accounts are available for selection when recording payments. If you also want to restrict the account overview to these selected accounts, the checkbox Display only accounts for which payment permissions exist must be activated in the user preferences under Account information – Display settings.

To grant or revoke a local permission and thus deactivate the bank-side setting, click on the cell. Changed cells are highlighted in blue, the last changed row is also highlighted in yellow. The number of changes and the last affected account are displayed in the title of the window.

The symbols in the cells have the following meaning:

• Empty box: The user has bank access and is assigned to the bank. There is no permission for the account yet.
• Box with a tick: The user has received an authorization status for the account with his user profile (HTD) or is authorized for a local account.
• Tick without box: The user has been granted local permission for the account.
• Cross without a box: The user's local permission for the account has been revoked.
• No symbol: The user is not assigned to the bank of the account, so permission for the account is not possible. You can change the selection of banks in the user's properties.

"Local" users without bank connection can only have local permissions, i.e. only tick or cross without a box.

Changes are transferred from here to the user's settings and vice versa, see section New user – Account permissions. You can assign or deselect banks there under Bank selection.

Figure: Configuration of account permissions