Home Menu > Lockbox Security

Security settings can be modified to allow certain staff members access to the lockbox tab and functions on that tab.

To Grant Access

1. Click SETUP > Security Administration > user rights templates tab and select the security template.
2. Click [edit].
3. Open Resource Groups > Home Menu.
4. In the Rights area, the following rights are available under Lockbox:

• View: When selected, allows the user to view the lockbox tab and gives access to the Details of the lockbox download. The View right also enables access to the details of a batch and to the exceptions links.
• Modify: When selected along with the View rights, enables access to the Details of a lockbox download. The Save and Cancel links on the Navigation Toolbar in the Details of a lockbox download are also enabled.
• Delete: When selected, enables the Remove icon on the lockbox summary tab.
• Post: When selected, enables the Post link on the Navigation Toolbar in the lockbox batch details.
• Post Locked: When selected along with Post rights, enables posting to a month that is currently locked.

5. In the Rights area, make the appropriate selection.
6. On the Navigation Toolbar, click Save.