The screen used to manage the passwords created by employees and customers is of the Bank account type
Add Bank Account
- Step 1. At the Bank account tab -> click Add button
- Step 2. In the Add bank account page, fill in the requested details:
1. Enter the Name
2. Enter the Url
3. Enter the User name
4. Select the Category
5. Enter the PIN
6. Enter the Bank name
7. Enter the Bank code
8. Enter the Account holder
9. Enter the Account number
10. Enter the IBAN
11. Select the Relate to: Contract or Project
12. Enter the Notice
13. Select Attachments: used to attach the file, the shared client or employee can read this attachment.
14. Add custom field
15. Enable log: used to allow the system to save the history of accessing this password and display it on the General information screen of the View function.
