Roles and Permissions for Bank Statement Parsers
By default, the following standard roles can use the Bank Statement Parsers when importing statement files:
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Administrator
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CEO
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CFO
To access the Upload File page (previously named Statement File Import) using custom roles, you must set the Import Online Banking File permission to Full or Edit.
For a list of permissions required to access the necessary records and forms to use Bank Statement Parsers, see Permissions for Banking Features.