Setup & Configuration

How to Enable Viewer Role in Banking Accounts for Employees


  1. Login to your Docyt Account.
  2. Navigate to the menu and click on 'Settings'.
  3. Select 'Business Employees' from the menu.
  4. Choose the employee's name and then go to the 'Permissions' section to set their permission for 'Banking Accounts' to 'Viewer'.

5. The employee with 'Viewer' permission in 'Banking Accounts' will only view banking transactions.