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How Permissions Affect Bank Data in Sumung

What a user can do with bank accounts - viewing balances, importing statements, creating auto rules, or reconciling - depends on the role and permissions…

Steps

  1. Go to Settings and review the user roles configured for your workspace.
  2. Assign or adjust roles so that only the appropriate team members can add accounts, import statements, or manage Auto Rules.
  3. Users without the right permissions will not see the relevant actions (e.g. "Add Bank Account") available to them.

Good to Know

Exact role names and permission granularity depend on your workspace's Settings configuration.

Related Articles

  • How to Manage Bank Account Settings in Sumung
  • Why Auto Rules Are Not Working in Sumung
  • How to Add a New Bank Account in Sumung

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