Assign Bank Connect User Permission Sets
Role Required: Business Central Admin
Bank Connect installs with two user permission sets. Business Central administrators will need to assign Bank Connect permission sets to accounting & finance team users. Two roles have been installed with Bank Connect:
| Bank Connect Administrator | Access to all Bank Connect functionality, including Activation, Payments, Information Reporting, and Audit. (Company's entitlement dictates each user's specific payment capabilities.) |
| Bank Connect Accountant | Access to Banking functionality, including Payments and Information Reporting. (Company's entitlement dictates each user's specific payment capabilities.) |
Go to the Users page and edit the user(s) needing a Bank Connect permission set.
Under User Permission Sets, select a new row in the Permission Set Column and type KXA Admin Permission or KXA Accountant Perm.
- Use the Permission Set Lookup table to select the Bank Connect permission.
Users must be given the permission set for each company where accounts are linked for Bank Connect services.