Trust Request Permissions

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 12:57 AM by Allison Cloyd


Trust requests are currently being piloted for New Zealand customers only. If you want to be considered for the pilot, please contact Actionstep support.


Trust Request Permissions are currently only available on Practice Pro + Accounting systems. 


In order to set up permissions involving trust requests you need to go to Admin (spanner right hand at top of screen) - then Users and Permissions - then on the right hand side of the screen click on Data Permissions. 








You then need to select the System Role on the feft hand side that you want to change the trust request permissions for and change the System Object to Trust Accounting. 


You will then see in the list of options relating to Trust Requests. You can click on the tick to give that System Role that particular permission. A table is below outlining what each permission gives the user the ability to do. 






Can read only trust request and transaction details 

Gives the user the ability to read the trust requests and details regarding the transaction ONLY.

Can create and update a Trust Request 

Gives the user the ability to create trust request and also update trust requests. But does not include details pertaining to the trust transaction itself. 

Can add/update transaction details

Can add and update the trust transaction details as well for example, the bank account number on a trust request, date or amount.

Can delete request

Ability to delete a trust request

Can be approver

Gives the ability to approve a trust request, reject a trust request or request further information

Can add/remove request approvers

Gives the ability to add or remove approvers to a trust request


Please note that any permissions regarding trust transactions (for example, viewing, creating and reversing trust transactions) remain as they are currently are within your system. 

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