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.