An Owner/Admin has full permissions to add, copy, or rename a bank account. However, a User must be given permissions to Bank Account features. To do this, in the lower left corner, click on Settings >User's Workspace >Security >Default Role Permissions.
To add a new Account:
Additional Account management options can be found by clicking on the Settings (gear) icon >Accounts.
The three stacked dots on the far right can be clicked to make changes to an account name or copy an account.
