Along with the operations specific to it, a security level (with the exception of Check Printer) allows you to perform operations available to lower levels of security within the same module. The minimum security levels to perform tasks are listed below, with roles listed in order from greatest access to least access.
Enable & disable bank account
Roll over bank accounts
Delete bank
Delete bank account
Undo last reconcile
Add & edit bank
Add & edit bank account
Add, edit, & delete element value assignment
Reconcile account
Add transfer or adjustment — Note: Since these actions cause the creation of journal entries, these users also require General Ledger Manager security access
Generate & print reports
Return to Banking Overview
Return to Security Templates Overview