52
If my role is system Administrator I can see Cash and Bank workflows,but if I give the user all the roles applicable exept SA,they cant see the workflow set up in the landing page?
What roles is associated to the Bank Management workflow setup for it to work please?
Or is it just available for System Manager
In the scenario you described, it seems like there's a role-based access control system in place where certain functionalities, like viewing Cash and Bank workflows, are restricted to users with the role of System Administrator (SA). When a user has all roles except for SA, they're unable to see the workflow set up on the landing page.
To ensure that the Bank Management workflow setup functions properly, there are likely specific roles associated with it that grant the necessary permissions. These roles would typically include:
Bank Manager: This role likely has full access to the Bank Management workflow setup, including the ability to configure, view, and manage various aspects of bank-related workflows.
Finance Manager: This role might have partial access to the Bank Management workflow setup, allowing them to view and manage financial workflows related to banking operations.
Accountant: The Accountant role may have limited access to the Bank Management workflow setup, primarily for viewing purposes and possibly making specific adjustments related to financial transactions.
Auditor: This role might have access to view the Bank Management workflow setup for auditing purposes, ensuring compliance and accuracy in financial processes.
Compliance Officer: The Compliance Officer role may have access to certain aspects of the Bank Management workflow setup to ensure regulatory compliance and risk management.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (