Good morning everyone. Is anyone aware of standard settings/permissions for Entity banking information? We want to disable certain roles from viewing ACH/Credit Card Information on Vendors and Customers. The role can still view the Vendor and Customer records, just not the sensitive financial information like routing/account number.

Entity Bank Details should be a custom record, so you can change the permissions on that to suit

Hi @Sam L. Thanks for the response. I saw that in the documentation but cannot find it under Permissions > Custom Records nor as a stand alone Record. Closest thing I found was Bank Details and Company Bank Details. And neither of these helped.

Do you have permission yourself to view all the custom records? i.e. i'm logged in under the Administrator role and can see it in my environment as part of the EFT bundle by going to Customisation > List/Records > Record Types

So I followed your path: Customisation > List/Records > Record Types > Bank Details. On this record, I set the Access Type to: Use Permission List. The I add the role and set the access level to None. When I login as that role, I can still see the ACH information under the financial tab of the vendor.

try hiding the sub tab for the role using a custom form assigned to the role

Hi @Sam L I will give that a shot. Thank you.