Configuration update to provide individual settings for viewing landlord & tenant bank details

Owned by Fiona Hardy, created
May 28, 2024
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.185

Configurable option for Enterprise customers
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Configuration settings for viewing landlord and tenant bank details have been updated to allow separate settings for viewing landlords and tenants, meaning that a user can now be set up to view landlord bank details, but not tenant bank details (and vice versa)

Prior to this release, just one setting was available, meaning that if you were allowed/disallowed to view tenant bank details, you would also be allowed/disallowed to view landlord details

For example - a user is set to be able to view landlord bank account details, but not tenant details

  • Landlord bank details are fully visible on the landlord record - via the Financial panel, Activity Feed and journal entries

    Landlord showing bank details.png

  • Tenant details are not visible on the tenant record, including journal and Activity Feed entries

    Tenant bank details masked.png

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