Permissions References
BackOffice
SelfPermission Service User
BackOfficeFunction
Account_transfer
APPROVE ACCOUNTTRANSFER
DECLINE ACCOUNTTRANSFER
DECLINEAML ACCOUNTTRANSFER
DECLINEAMLFINAL ACCOUNTTRANSFER
EXECUTE ACCOUNTTRANSFER
LEDGERTOSUBLEDGER ACCOUNTTRANSFER
SETSENT ACCOUNTTRANSFER
SUBLEDGERTOLEDGER ACCOUNTTRANSFER
READ STANDINGINSTRUCTION
Accounting
READ GLACCOUNT
CREATE JOURNALENTRY
CREATE JOURNALENTRY CHECKER
Client Support
Permission
Function
Account_transfer
READ STANDINGINSTRUCTION
Configuration
CREATE CODEVALUE
CREATE ADDRESS
CREATE ADDRESS CHECKER
DELETE ADDRESS
DELETE ADDRESS CHECKER
READ ADDRESS
UPDATE ADDRESS
UPDATE ADDRESS CHECKER
ACTIVATE CLIENT
ACTIVATE CLIENT CHECKER
CLOSE CLIENT
CREATE CLIENT
CREATE CLIENT CHECKER
DELETE CLIENT
DELETE CLIENT CHECKER
READ CLIENT
REJECT CLIENT
REJECT CLIENT CHECKER
UPDATE CLIENT
UPDATE CLIENT CHECKER
UPDATESAVINGSACCOUNT CLIENT
CREATE CLIENTNOTE
CREATE CLIENTNOTE CHECKER
DELETE CLIENTNOTE
DELETE CLIENTNOTE CHECKER
READ CLIENTNOTE
UPDATE CLIENTNOTE
UPDATE CLIENTNOTE CHECKER
CREATE DOCUMENT
CREATE DOCUMENT CHECKER
DELETE DOCUMENT
DELETE DOCUMENT CHECKER
READ DOCUMENT
UPDATE DOCUMENT
UPDATE DOCUMENT CHECKER
CREATE FAMILYMEMBERS
DELETE FAMILYMEMBERS
READ FAMILYMEMBERS
UPDATE FAMILYMEMBERS
CREATE SAVINGSACCOUNT
CREATE SAVINGSACCOUNT CHECKER
DELETE SAVINGSACCOUNT
DELETE SAVINGSACCOUNT CHECKER
READ SAVINGSACCOUNT
Report
VIEW CLIENT SUMMARY
Client Transactions
READTRANSACTION CLIENT
Savings Transactions
READ ACCOUNTTRANSFER
Reports
|
Permission |
Function |
|
Account_transfer |
APPROVE ACCOUNTTRANSFER DECLINE ACCOUNTTRANSFER DECLINEAML ACCOUNTTRANSFER DECLINEAMLFINAL ACCOUNTTRANSFER EXECUTE ACCOUNTTRANSFER LEDGERTOSUBLEDGER ACCOUNTTRANSFER SETSENT ACCOUNTTRANSFER SUBLEDGERTOLEDGER ACCOUNTTRANSFER READ STANDINGINSTRUCTION |
|
Accounting |
READ GLACCOUNT CREATE JOURNALENTRY CREATE JOURNALENTRY CHECKER |
Client Support
Reports
ManageUsers
Permission
Function
Account_transfer
APPROVE ACCOUNTTRANSFER
DECLINE ACCOUNTTRANSFER
DECLINEAML ACCOUNTTRANSFER
DECLINEAMLFINAL ACCOUNTTRANSFER
EXECUTE ACCOUNTTRANSFER
LEDGERTOSUBLEDGER ACCOUNTTRANSFER
SETSENT ACCOUNTTRANSFER
SUBLEDGERTOLEDGER ACCOUNTTRANSFER
READ STANDINGINSTRUCTION
Accounting
READ GLACCOUNT
CREATE JOURNALENTRY
CREATE JOURNALENTRY CHECKER
Note: