Role Setup
The Custom EFT role is added to your account after installing the Electronic Bank Payments SuiteApp. You can assign this custom role to employees who are going to process payments using the SuiteApp.
For OneWorld accounts, you must provide access to subsidiaries to process their bill payments. On the custom role record, you can select both primary and secondary subsidiaries to allow access to their company bank details and other information that a custom role can use for Electronic Bank Payments transactions. If no subsidiary is selected, the role has access only to the primary subsidiary, by default.
The following table shows the default permissions assigned to the Custom EFT role. If you are an Administrator, you can configure these permissions and customize the role's level of access to the Electronic Bank Payments SuiteApp.
Important
Be careful when granting permissions to your custom roles. Make sure that you do not change the preferences in the Bank Details custom record.
