Member permissions allow you greater control over your account, and help keep you secure.
What does each permission allow/disallow?
Audit Checking Account (Required)
|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.|
|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.|
|Manage Payees||Allows users to create, edit, and delete saved payees.|
|Manage Members*||May edit the permissions listed here of any member, including the account administrator.|
|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.|
|Create Checks||There are three create sub-permissions: Single Checks, Check Runs, and Check Imports. For more information on how to use each check writing feature, click on the feature you wish to know more about.|
|Is the Account Administrator*||Administrators can order more eChecks, edit the account nickname, edit check address, edit billing address, update the signature, and archive the account when it is no longer in use.|
*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.