Can Shared Users Access My Bank Feeds?

If you are the file owner:

Anyone you share your file with will see the bank accounts and statement data you have setup Bank Feeds for in File Manager. They will not be able to edit or adjust your Bank Feeds setup.


If a user has shared their file with you:

For file(s) shared with you, you will be able to view the data for bank accounts setup with Bank Feeds in File Manager. This also is the statement data used to reconcile their accounts within the file.

You will not be able to access or configure the Bank Feeds setup. Only the owner/user of the subscription and bank accounts can setup and disconnect bank feeds.



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