How do payment role permissions work?

Payment permissions are managed at role level. Users inherit permissions based on the role assigned to them.

To configure payment permissions:

1. Go to Settings.

2. Open User Management.

3. Navigate to the Roles tab.

4. If you already have available roles, open the three-dot menu next to a role and select Edit.

5. Alternatively, click Create Role in the top-right corner to create a new role.

There are three permission levels:

View: Allows access to the Payments module and the ability to view payment documents and batches.

Edit: Allows preparing payment batches, editing drafts and requesting approval.

Approve: Allows being added to approval workflows, accessing the Approval Centre and approving payment batches.

Permissions are hierarchical:

• Selecting Edit automatically includes View.

• Selecting Approve automatically includes Edit and View.

Only the highest required permission level needs to be selected for each role.
 

If a user is assigned the Approve permission, they must also be included in at least one approval workflow configured in Group Settings in order to approve payment batches.