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Transaction delegation

Delegate tasks in AccèsD Affaires the way you already delegate other tasks within your company or to outside collaborators. You can also have another administrator oversee the granting of permissions to users.

Advantages

  • Give designated employees access to certain transactions
  • Facilitates transaction monitoring
  • Time-saver

How it works

Step 1:

Click Profile and preferences and select Users.

Step 2:

Click Add user.

Step 3:

Fill out the information and select the tasks you want to delegate. Click Validate

Step 4:

A new user code is created for your employee.

Did you know?

The Sign feature in the AccèsD Affaires cash management service allows accounts to be debited only if two signatures have been obtained. Transactions entered by a first signatory are put on hold until they are authorized by the second signatory.

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FAQ