Roles and Permissions for Bank Statement Parsers

By default, these standard roles can use the Bank Statement Parsers to import statement files:

To access the Upload File page (previously named Statement File Import) and import transactions with custom roles, you need to set these permissions:

Note:

You must have an Administrator role to assign permissions to custom roles. For details, see Setting Permissions.

Permission Subtab	Permission	Level
Transactions	Import Online Banking File	Full or Edit
Custom Record	BSP Configuration Value	Full
Custom Record	BSP CSV Parser Configuration	Edit

Permission Subtab

Permission

Level

Transactions

Import Online Banking File

Full or Edit

Custom Record

BSP Configuration Value

Full

Custom Record

BSP CSV Parser Configuration

Edit

For a list of permissions needed to access the records and forms for Bank Statement Parsers, see Permissions for Banking Features.