Creating account access

When an actor/user is assigned to a specific cash account(s), they will only see the data that pertains to that cash account throughout the system. If not assigned to any account(s), the user will not be able to see anything in the system.


Only the Security Administrator role can perform this task. To allow your Treasury Administrator to assign cash accounts, add the CTMSetupWithAccountAccess_ST to the CTMAdministrator role.

  1. On the Account Access tab, access Actions > Create.
  2. Select an Actor from the list.
  3. Click Save.