Other Settings displays a list of Divisions that are registered to your Organisation, the Authorisation Panels that you have setup for payments and direct debit requests, and Confidential Data Groups that you have created to restrict user access to certain templates and payments.
- Product Settings
- Authorisation Matrix
- Click on an Authorisation Panel in the list to display the Authorisation Panel Details Screen where you can Edit, View Audit History, Delete, Approve or Reject an Authorisation Panel
- To create a new panel, click New Panel
To create a Confidential Data Group, follow the steps below:
|2||Enter a unique Confidential Group Name up to 35 characters
If you will be using the CDG when importing an AU ABA or a NZ CSV file, ensure the name is no longer than 12 characters as this needs to match the corresponding field in the file.
|3||Enter a Confidential Group Name Description up 70 characters|
RESULT: The Confidential Data Group is created. You will now need to entitle the Confidential Data Group to users in your organisation. Go to Edit User > 'Edit a user's Permission Settings within a Role' to find out more.