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Posted on by Melanie.Curry

I have an AP clerk that can't access screens for EFT remittance. She is unable to select Message ID. What security role would she need to access those screens and make edits to Remittance templates?

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Derek Albaugh Microsoft Employee on at

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What window(s) are you asking about specifically? If you let us know, we'd be able to give you the exact security role/task combinations that give a user access to those windows.

For example, the 'EFT FIle Format Maintenance' window is given access via the 'CARD_0104*' security task, which is given to users via the security tasks:

ACCOUNTING MANAGER*

BOOKKEEPER*

CERTIFIED ACCOUNTANT*

Let us know and we'll be able to give you the specific information.

Thanks

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Melanie.Curry 5 on at

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Melanie.Curry 5 on at

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There are two windows

1. Vendor email options (payable clerk can't access vendor remittance option by clicking magnify glass.

2. Purchasing Email setup (payable clerk can't access message id options by clicking magnify glass.

But I think my first issue is I need to setup the remittance options to be selected. Can you assist with that process?

Thank you

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Derek Albaugh Microsoft Employee on at

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Both of these lead to a 'Messages' window, which by default is given to users via the 'DEFAULTUSER' security task.

The security roles that give users access to this task are:

OPERATIONS MANAGER*

ORDER PROCESSOR*

PAYROLL CLERK*

PURCHASING AGENT*

PURCHASING MANAGER*

SHIPPING AND RECEIVING*

WAREHOUSE MANAGER*

ESS PTE EMPLOYEE*

PA PURCHASE REQUESTER*

AP CLERK*

AR CLERK*

BOOKKEEPER*

CERTIFIED ACCOUNTANT*

CUSTOMER SERVICE REP*

ESS EMPLOYEE MANAGER*

ESS EMPLOYEE*

ESS PURCHASE REQUESTER*

IT OPERATIONS MANAGER*

LIMITED USER - FIN*

LIMITED USER - INV*

LIMITED USER - PAYRL*

LIMITED USER - PURCH*

LIMITED USER - SALES*

ACCOUNTING MANAGER*

You can either give the user(s) access to this security task, security role, or create a custom role to give the user access to the task or the 'Messages' window specifically.

Thanks

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