How do I set up read-only access for DealMaker?

Most business banking accounts allow for designated users to have read-only access to the account. This is a particularly helpful feature that ensures payment reconciliation can be conducted by the DealMaker Payments team.

Often the settings to grant access can be found within the online banking interface or otherwise made accessible by speaking with a bank representative. Please speak with your account manager if you require information from DealMaker to assist with this.