To set permissions for delegates and Employee of Organizations for overview and management of your accounts and payments you should do the following actions:
- Open ACBM application;
- Open “Accounts” tab;
- Select the account;
- Click in the right of the name of the needed account;
- Click “Permissions” next to “General” tab;
- Mark the checkboxes in the “Who sees accounts and balance?”, “Who tracks accounts transactions?”, “Who makes payments?”, “Who approves payments?” for the needed Delegates;
- Indicate the amount of money in case “Who approves payments?” is enabled or disable this option by clicking ;
- Click “Save” .
Learn more about permissions in the document “Accounts form”.