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What if a financial administrator is not assigned to manage any deposit accounts?

Last modified on May 05, 2016

You will see an exclamation mark next to their Financial Administrator role in the user list page.

Account Management: Users

There are some things a Financial Administrator can do which do not require him/her to be assigned to a deposit account:

  • View and edit organization details
  • View the list of users
  • View the list of deposit accounts
  • Generate account statements

Assigning a Financial Administrator to one or more deposit accounts grants that person the right to modify a deposit account's details and initiate and approve funds transfers from that deposit account. See: User Permissions and Roles.