How do I add privileges to stop cheques?

If a user can view a balance or statement for an account, they’ll be able to stop cheques on that account. How do I stop a cheque through account servicing?

To add specific stop cheque privileges, you’ll need to be an administrator.

First, you’ll need to create a new role:

  1. Click ‘Admin’ followed by ‘Manage roles’ and select ‘Create role’ at the bottom of the page
  2. Give the role a name and a description, something that indicates the role allows you to stop cheques
  3. Click the drop down at the bottom of the page and click ‘Account servicing’ followed by ‘Save and go’
  4. You’ll then see a list of account servicing privileges. Tick ‘Add stop cheque’ and ‘View stop cheques’, then click ‘Continue’
  5. Tick the accounts that you want to stop cheques on. (If you want different users to stop cheques on different accounts, you’ll need to create separate roles)
  6. Click ‘Continue’, followed by ‘Confirm new role’.

If you have dual administration switched on, you may need another administrator to approve this change.

You’ll now need to assign this role to the relevant users:

  1. From the admin menu, click ‘Manage users’ and then the name of the user you’d like to assign the role to
  2. On the edit user screen, scroll down to the bottom of the page and click ‘Edit roles/Smartcard’
  3. Put a tick next to the role that you’ve just made and click ‘Continue’, followed by ‘Confirm changes’

If you have dual administration switched on, you may need another administrator to approve this change.

The users you’ve assigned the role to will now see ‘Stop a cheque’ in the account servicing menu.

 

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