What do the Bankline for Communities roles allow users to do?

In Bankline for Communities users will have one of these three roles:

Account leader

This role is for key users who need unrestricted access, they'll be able to:

  • View transactions, payments and statements
  • Raise domestic payments
  • Approve all payments
  • Transfer money between accounts
  • Create, edit and delete payment templates
  • Add, edit or delete users and assign their roles

Payment controller

This role is for users who need to raise and approve payments, they'll be able to:

  • View transactions, payments and statements
  • Raise domestic payments
  • Approve all payments
  • Transfer money between accounts
  • Create, edit and delete payment templates

Account viewer

This role is for users who need only basic 'view' access, they'll be able to:

  • View transactions, payments and statements

Find out more about creating a user in Bankline for Communities

Find out more about changing a user's role in Bankline for Communities

 

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