Bacs Direct permissions control which users can access the module and what actions they can perform. Managing permissions helps ensure users have the appropriate level of access while maintaining security and approval controls.
Only users with the Can Administer permission can manage Bacs Direct permissions. The Administrator screen is only visible to users with this permission.
Manage user permissions
Click the Direct Debits tab on the left-hand side.
From the main menu, select Bacs Direct and click Administrator.
Select the Permissions tab.
Locate the user you want to update and select or clear the required permissions.
Click Save.
Available permissions
The following permissions are available in Bacs Direct:
Bacs Direct Enabled - Allows the user to access Bacs Direct.
Can Administer - Allows the user to manage permissions, notifications and settings.
Can Upload - Allows the user to upload and submit files.
Can Approve - Allows the user to review and approve files uploaded by other users.
If Bacs Direct Enabled is removed, all other Bacs Direct permissions are automatically removed for that user.
File approval restrictions
To maintain separation of duties, a user cannot approve a file they uploaded themselves, even if they have both upload and approval permissions.
Files must be approved by another authorised user before they can be submitted through the approval process.
đNote: If your organisation belongs to an organisation group, changes made on the Administrator screen only apply to the currently selected client.