Roles and Permissions for Bank Statement Parsers
By default, the following standard roles can use the Bank Statement Parsers when importing statement files:
-
Administrator
-
CEO
-
CFO
To access the Upload File page (previously named Statement File Import) and successfully import transactions using custom roles, you must set the following 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 |
For a list of permissions required to access the necessary records and forms to use Bank Statement Parsers, see Permissions for Banking Features.