Managing Bank Account Detail Permissions

  • Updated

This article offers guidance on controlling notifications related to changes in bank account details for creditors within your Client/Trust Account. By following these steps, you can tighten security around bank account information and reduce the risk of unauthorized or fraudulent changes, ultimately ensuring disbursements are sent to the correct accounts.

Why Control Bank Account Change Notifications?

Due to the sensitive nature of bank account details and the potential for fraudulent activities, managing notifications for any alterations to these details is crucial. It allows specific users to monitor, verify, and if necessary, investigate changes to ensure all transactions remain legitimate and secure.

Setting up Sensitive Notifications for Users

To maintain a high level of security control within Re-Leased's Client/Trust Accounting, it's possible to assign select certain users to receive notifications of bank detail changes. Here's how:

Permission-Based Notifications

Notifications can be enabled or disabled based on user permissions:

  • Each user has the autonomy to manage their own notification settings.
  • Notifications are managed individually through a specific permission checkbox.
  • Only authorized users with the 'Settings > User can manage other users' permission can alter notification settings for other users. If your user profile does not have this permission and you believe you should, please speak to your account administrator.

Steps to Enable or Disable Sensitive Notifications

  1. Go to the Settings menu and select Users.
  2. Select the name of the User you wish to manage.
  3. Within the user's profile, locate Notification Permissions.
  4. Check or uncheck User will receive sensitive change notifications to enable or disable the feature.

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Enabling this setting guarantees that the specific user will be alerted via email whenever bank account details are added or amended for a contact in the system. The email's sender will appear as the user who made the change, facilitating an easy and direct line of communication for any necessary follow-up or validation.

Following Up on Notifications

After receiving a notification, the recipient has the option to reply directly to the system-generated email to inquire further about the reason behind the change. This straightforward communication method ensures timely oversight and proper due diligence in maintaining the integrity of bank account details.

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