Additional/secondary user with denied banking security permissions can still see bills to pay in the reminder system (WORKAROUND)

Workaround for secondary user seeing banking info in reminder system:


  1. Log in as administrator. Open Setup>Security.
  2. Make sure that secondary user has all banking fields unchecked and Setup>Preferences unchecked. Close security setup.
  3. Go to Setup>Preferences>Reminders. Uncheck “View Bank”. Close Preferences. Log out administrator.
  4. Log in as secondary user. Click Reminder icon. Now bank acct info should not show. Even if administrator goes back in and changes Reminder Preferences so “View Bank” now shows for administrator, it will not show for secondary user.
Last update:
2014-02-07 18:03
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