Payables & Cash Management

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Topic

    Amy Chan
    Manage Bank Account
    Topic posted September 9, 2019 by Amy ChanSilver Medal: 2,000+ Points, tagged Cash Management, Subledger Accounting 
    29 Views, 1 Comment
    Title:
    Manage Bank Account
    Summary:
    Manage Bank Account
    Content:

    Hi all,

    This is new feature of 19c - Segregate the Privilege to Manage Bank Account Security.

    Use the Segregate the Privilege to Manage Bank Account Security feature to restrict the users who can modify the bank account security. 

    The Security tab of the Bank Accounts page allows you to further secure the bank account so that it can only be used by certain users and roles.

    This tab is now secured by the new privilege 'Manage Bank Account Security', allowing you to segregate the security administration of bank accounts.

    • If you have a role with the assigned Manage Bank Account Security privilege, you will be able to modify the bank account security access, and manage the users and roles that can access the bank account.
    • If you don't have a role with the assigned Manage Bank Account Security privilege, you will only be able to review the users and roles that can access the bank account.

    Bank Accounts page

    I have a question for this new feature. Let say's I have assigned myself with access right to inquiry bank account information. What if I put my name in the "Security" tab too? I don't understand how does it work?

    Please share.

     

     

     

    Comment

     

    • Julien Dubouis

      Hi Amy,

      My understanding is that this tab controls the visibility of the bank account in operations (like in payments creation or in bank reconciliation). The roles with access to all "setup and maintenance" tasks, like "Application Implementation Consultant" have this privilege to add themselves in the security of the bank account. The new privilege can be added to any user that does not have access to all the setup tasks and just needs access to the security of (all the) bank accounts.

      Thanks
      J