Rights to Transaction Types

After selecting a user, the Overview tab on the User page appears with the approval limits and other details for each Transaction Type.

The Draft rights for each Transaction Type include the following rights:

Draft rights for Transaction Types
Icon Right Permission
Draft
  • Create a draft.
  • Create a template of the specified Transaction Type.
Draft Restricted
  • Create a draft based on an assigned existing template, and change the amount, settlement date, and description (Addendum for ACH and Message to Beneficiary for Wires).
None
  • Cannot create a draft.
  • Transaction Type does not appear in the New Payments list.

The Approve rights for each Transaction Type include the following:

Approve rights for Transaction Types
Icon Right Permission
Approve Approve a draft.
None User can't approve a draft.

The Cancel rights for each Transaction Type include the following:

Cancel rights for Transaction Types
Icon Right Permission
Cancel Cancel an existing draft or an approved, but unprocessed transaction.
None User can't cancel.

The View rights control which transactions are visible in the Activity Center. However, without the proper View rights, you may not be able to approve or cancel a draft or transaction.

The rights for each Transaction Type include the following:

View rights for Transaction Types
Icon Right Permission
View Own Can view your own activity, but cannot view activity by any other users.
View All View activity of all other users.
View None User can't view activity by any user or User Role.