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.
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