Edit View
Profile Information
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. |
User Permissions
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. An email will be sent, to users with this permission, when the uploaded file is ready to action. |
| Upload and approve the same file | Allows the user to create, and Approve, a File Submission. An email will be sent, to the user that uploaded the file, when the uploaded file is ready to action. |
| 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 Upload List view page. |
| Resolve Bacs Reports | Allows the user to process Outstanding Rejection Issues. An Email is sent to the user, with this permission, to notify of the rejection issue. |
| View All Events | Legacy setting. |
| Override Allowed Debits and Credits | Allows the user to set the “Allow Debits” and “Allow Credits” overrides on a Bank Account record |
| Add/Edit SUNs/Client Bank Accounts | Allows the user to create and edit Service User Numbers and associated Client Bank Accounts. |
System Permissions
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. |
Record Permissions
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 | Legacy setting. |
| card payments | Gives granted access to Card Payments. |
| Payments | Gives granted access to Payments. |
| Recurrence Schedule | Gives granted access to Scheduled Payments. |
Submission Permissions
Note: Only available for Direct Submitter clients
Permissions
| Permission | Description |
|---|---|
| Sign Files | Allows user to sign Submissions. |
| Send Files | Allows user to send Submissions. |
| Collect Reports | Allows user to collect Bacs Reports. |
Sun Access
Permission
SUN
Checking the box next to the SUN allows the User to see and use the SUN.