how to restrict bank statements to users — Cloud Customer Connect
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how to restrict bank statements to users

Summary:

Businesses have several legal entities, each with its own bank account. There is a requirement from the corporate team that legal entities should only be able to see their own bank accounts.

Content (please ensure you mask any confidential information):

We have configured the security for each bank account by user and by role. However, now the security by role is causing an issue, as some users have roles assigned that allow them to see all the bank accounts of other legal entities.
Is there a way to restrict the bank account visibility by legal entity (LE) within the role? Specifically, to ensure users can only see the bank accounts assigned to them based on their LE access?

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