Edit View



Fields

Field Mandatory Type Description
Profile Name Yes Text Box Name given to the Profile for ease of identification.


Actions

Applies to entire page:

Action Description
“SAVE CHANGES” Button Saves any changes and redirects to the Detail View page of the record.
“CANCEL” Button Ignores any changes made to the Record.



Options

Option Description
Read Enables that permission.


Permissions

Permission Description
Edit Users Legacy setting - Use Create/Edit Users.
Edit Profiles Allows the user to edit existing Profiles.
Create Profiles Allows the user to create new Profiles.
Edit API Settings Allows the user to edit API settings.
Send Emails Allows the user to send Emails.
Display only masked details Restricts the user to only see a masked Account Number (“*****678” instead of “12345678”) and Sort Code (“****56” instead of “123456”).
Note: The user cannot edit records that contain Account Number or Sort Code when this option is enabled.
Process Upload Allows the user to create a File Submission.
Approve Upload Allows the user to Approve another user's File Submission.
Upload and approve the same file Allows the user to create, and Approve, a File Submission.
View Upload Allows the user to view an existing File Submission.
View Reports Allows the user to view Reports.
Process Payments Allows the user to process payments.
Process Refund Allows the user to process refunds.
Send Webhooks Allows the user to send Webhooks.
View Bacs Reports Allows the user to see BACS rejection reports.
Resend Webhooks Allows the user to resend Webhooks.
Read Bank Transfer Show Payments classified as “Bank Transfers”.
Create/Edit Users Allows the Creation and Editing of Users. All Users can see existing Users.
Create/Edit Import Profile Allows the Creation and Editing of Import Profiles. All users can see existing Import Profiles subject to SUN Access.
Create/Edit FileFormat Allows the Creation and Editing of File Formats. All users can see existing File Formats subject to SUN Access.
View XML Reports Allows BACS Rejection XML Reports to be viewed and downloaded.
Note: Granting this permission could allow access to data in the raw XML file that the user should be restricted from seeing.
Hide File Submission Successful Lines Hides Successful submission lines in the File Submissions Detail View page.
Hide File Submission Warning Lines Hides Warning submission lines in the File Submissions Detail View page.
Hide Original File Submission Hides the “View” button on the File Submission List view page.




Options

Option Description
Read Allows the User to see existing records.
Create Allows the User to create new records. Used in conjunction with Read. Not all Settings are allowed to be Created - This option may be disabled.
Edit Allows the User to edit existing records. Used in conjunction with Read.
Delete Allows the User to delete existing records. Used in conjunction with Read. Not all Settings are allowed to be Deleted - This option may be disabled.


Permissions

Permission Description
Network Access Gives granted access to Network Access settings.
Rejection Profiles Gives granted access to Bacs Rejection Profiles settings.
Webhook Subscription Gives granted access to Webhook Subscription settings.
Password Expiration Gives granted access to Password Expiration settings.
Disable On Inactivity Gives granted access to Disable On Inactivity settings.



Options

Option Description
Read Allows the User to see existing records created by them.
Create Allows the User to create new records.
Edit Allows the User to edit existing records created by them.
Delete For future use. Deletes are not currently possible.
View All Allows the User to see existing records created by anyone, including the API.
Modify All Allows the User to see existing records created by anyone, including the API.


Permissions

Permission Description
Customer Accounts Gives granted access to Customer Accounts.
Mandates Gives granted access to Mandates.
Bank Accounts Gives granted access to Bank Accounts.
Credits Gives granted access to Credits.
Invoice Gives granted access to Invoices.
card payments Gives granted access to Card Payments.
Payments Gives granted access to Payments.
Recurrence Schedule Gives granted access to Scheduled Payments.



Permission

SUN

Checking the box next to the SUN allows the User to see and use the SUN.

  • Last modified: 2021/09/24 12:35