Give Contact Bank Account Admin permission to a user

With Contact Bank Account Admin permission, a user can add and edit bank account details for customers and suppliers. Users with the Standard, Adviser, Invoice Only + Purchase Only or Invoice Only + Approve & Pay role can have this permission.

  1. In the Settings menu, select General Settings.
  2. Click Users.
  3. Click on the name of the person whose access you want to change.
  4. Select the checkbox next to Contact Bank Account Admin.
  5. Click Save.

    Image of the Contact Bank Account Admin checkbox in the invite a user screen.

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