Segmented Access

Restrict access by entity, bank, account, or function based on user responsibilities.

Used by:

CFO

Controller

Relevant for

Protect Sensitive Financial Data

Restricting visibility by entity, bank, or account ensures users only see the information relevant to their role, reducing exposure of sensitive cash and transaction data.

Strengthen Internal Controls

Segmented access prevents unauthorized actions by limiting who can view, create, or approve activity within specific entities or accounts, supporting compliant treasury operations.

Improve Operational Focus and Efficiency

Tailored access allows users to work only within their assigned scope—reducing noise, simplifying workflows, and ensuring teams stay focused on their core responsibilities.

Segmented Access provides granular control over visibility and permissions by entity, bank, account, and function. This ensures users only access what they need, strengthening security and reducing risk.

Restrict access by entity, bank account, or function based on role

Granular access controls aligned to org structure and user scope

Track access changes and user activity with a complete audit record

How teams use this feature

Restrict access by entity, bank, account, or function based on user responsibilities.

Limiting Access for Regional Teams

Regional finance teams can be restricted to viewing and managing only the entities or bank accounts relevant to their geography, preventing unnecessary cross-region visibility.

Protecting Sensitive Accounts

High-risk or executive-level accounts—such as treasury reserves or strategic investment accounts—can be limited to a small set of authorized users.

Enforcing Role-Based Operational Boundaries

Users responsible for AP, AR, reconciliation, or treasury operations can be granted access only to the functions and data they need, reducing confusion and tightening controls.