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.
- In the Settings menu, select General Settings.
- Click Users.
- Click on the name of the person whose access you want to change.
- Select the checkbox next to Contact Bank Account Admin.
- On a supplier's contact record
- In a batch payment