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Cash Management - Bank account access by Role

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edited Sep 9, 2021 4:52PM in Payables, Payments & Cash Management 3 comments

Summary

Cash Management - Bank account access by Role

Content

I have the following scenario,  I have total 50 bank accounts,  4  of the bank accounts are related to a Business Unit , called  'BU Argentina'

I have done the following:

 

1. Customised the cash manager role  to create a new cash manager role for Argentina  (XX Cash Manager Argentina)

2. For the 4 bank accounts I have set the following

 - Security Tab  -  added the role (XX Cash Manager Argentina)

- Business Unit tab -  added the BU (BU Argentina)

3.  I have granted BU data access to the user (User A)  in Argentina 

UserA , Role = XX Cash Manager Argentina,  BU = BU Argentina

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