Name

From the list of active employees currently set up in AMS360, choose the name of the employee to whom you are assigning authorization for this bank.

If an employee is not assigned authorization, they are denied access to the bank. You do not have to add an employee to restrict that employee from accessing the bank account.

Access

Select one of the following options:

Full Access: Full access to the bank in any list and search. Restrictions can still apply based on Secured Items in the Security Group that the employee is assigned.

No Access: The bank does not display in any bank list, including bank search.

If an employee is not listed in the Employee Authorizations grid, they are denied access by default. You do not have to add each employee to set that employee to No Access.

Use No Access when an employee has previously been assign access, but no longer needs it. You cannot delete a name that has previously been saved.

Title

View only. Displays the title appearing in the Employee Setup.

Default Bank

Use this check box to indicate the bank that automatically appears when this employee creates a check or deposit.