Edit View



Fields

Profile Name

Text field for the Name of the Profile.


Actions

Applies to entire page:

"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

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.


Permission

Network Access

Gives granted access to Network Access settings.

Password Expiration

Gives granted access to Password Expiration settings.

Disable On Inactivity

Gives granted access to Disable On Inactivity settings.



Options

Read

Enables that permission.


Permission

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”).

Please 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.



Options

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.


Permission

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: 2020/11/02 14:44