What does each Permission control?

Member permissions allow you greater control over your account, and help keep you secure.

What does each permission allow/disallow?

Checking Account Ownership	Have full permissions (to perform all actions) on the account Receive email notifications about account activity Will remain as Owner until you Transfer ownership of the account
Account Administrator*	Have permissions unavailable to other members on the account (such as archiving an account, assigning Administrator permission to others, ordering checks, etc. Receive email notifications about account activity Share the administrator role with other users who have administrative privileges NOTE: If you are the Owner, the Administrator role and permissions can't be deselected
Check Issuing and Signing Permissions	Create checks: Create single check, Create check runs, Create checks via file imports Sign checks Void Checks
Create checks	There are three create sub-permissions: Create single checks, Create check runs, and Create checks via file import. For more information on how to use each check writing feature, click on the feature you wish to know more about.
Sign Checks	Works with Create Checks, if create and sign are enabled, eChecks will be automatically sent to the payee if an email has been provided.
Void checks	This permission allows users to VOID eChecks that have been created and/or signed. You can view more information about voiding an eCheck here.
General Permissions	View checks, Print checks, Export checks, View remittance
Read documents	Users are able to see any documents attached to the checks.
Audit checking account	Users who can audit a checking account can view the account activity for: single checks, check runs, imports, batches, and deposits, view the payee list and view/download the QuickBooks™ add-on.
Mark checks as posted	Allows a user to mark a check as posted, allowing you to see at-a-glance which checks have cleared your account.
Manage members*	May edit the permissions listed here of any member, including the account administrator.
Manage payees	Allows users to create, edit, and delete saved payees.

• *Note: At least one user must have Is the Account Administrator and Manage Members.
• If you still have questions, feel free to open a chat or give us a call.