PayBase 9.0 - Bottomline Technologies

CHAPTER 2: SETUP AND ADMINISTRATIONBACS Permissions. . . . .17User Level PermissionsOnce you have access to an Application, the following User Levelpermissions can be granted.Table 2.2BACS PermissionBACS AdminPreferencesWork with BACSHolidaysWork with Reports/MessagesMax TransactionSubmission AmtMax BatchSubmission AmountBureau SubmissionsBACS User Level PermissionsWith this permission you can...Set Global BACS settings, see BACS Preferences section later in thischapter.Add, Modify, Delete BACS Holidays within the BACS HolidayMaintenance screenRetrieve, View, Print BACS Reports and MessagesDefine the maximum Individual Transaction Submission amount forthis UserDefine the maximum Total Submission amount for this UserDetermine whether this User can create/submit Bureau Multi-FilesSetting BACS PermissionsMonitoring the permission level for the BACS process aids in the concurrentsecurity built into the system. Users may have access to one part of theprocess, i.e. Approval, but not Submission. As an added security level, someusers may be able to Approve, but only on the Applications to which they areassigned. PayBase layers permissions not only on the work function level(Approval, Submission, etc.), but on the Application level as well.As a result of this permission set, work functions such as the Approval screenmay not be greyed-out, but if a user cannot Approve for the givenApplication, they will not be allowed to Approve.To set BACS Permissions1 Log on to PayBase as either a Supervisor or PayBase User with Supervisorprivileges.2 On the PayBase main view, click Security - Work with Users.3 On the Maintain User Accounts screen, expand a User you want to workwith and click BACS Info.BACS Reference Manual 17