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Branch Account Access Control

Branch Account Access Control lets administrators control which accounts a user can access within a branch. By choosing an account type and selecting a user, the system shows all relevant accounts. From there, specific accounts can be restricted by simply checking the boxes.

FieldAction
TypeSelect the account type to filter accounts for access management.
UserSelect the user for whom access will be managed.
Account ListAfter selecting Type and User, a list of accounts appears with checkboxes. Mark a checkbox to make the corresponding account inaccessible for the selected user.

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