Configuring access to financial funding sources

For each user security role or user account that needs to view or edit financial funding sources when working with charges or payments, change its security role or user account settings according to Security Role Settings.

In the Financials section, in the Funding Source field, choose the level of access:

• No Access (No access to financial funding sources.)
• View (View financial funding sources when working with charges or payments.)
• Edit (Edit financial funding sources when working with charges or payments.)