How to share bank access configurations with other users?

← Banking and EBICS FAQ

In JustOn Cash Management, EBICS bank account credential records hold the credentials and parameters that are required for interacting with banks via EBICS. That is, they wrap your EBICS-based bank accesses.

By default, an EBICS bank account credential record is locked to the user who has created it. This prevents other users from changing and using the relevant bank access configuration. Your business may, however, require to share one bank access between multiple users. To this end, users who have created an EBICS bank account credential record can release the lock.

This is how to proceed:

1. As a user who has created it, open the relevant EBICS bank account credential record.

   1. Click to access the App Launcher, and select Setup Cash Management.
   2. Change to the EBICS Bank Account Credentials tab.
   3. Click the name of the relevant EBICS bank account credential record.

2. Click next to the Lock to creator checkbox.

3. Deselect the Lock to creator checkbox.

4. Click Save.

   This will allow other users to change and use your bank access configuration.