Custom roles - access to payments

Created: 2024-02-15
Last updated: 2024-02-29

Post view count: 175

Thanks to custom roles, you can precisely control user privileges, tailoring them to individual needs and ensuring the security of your account. One of the options you can grant access to is payments. In this entry, you will learn how to create a role with such privilege and what actions a user will be able to perform within this privilege

Custom roles - access to payments

To grant access to payments within the privileges:

1. Go to Settings > Users and select Roles from the panel on the left side, 

2. In the next step, use the Add new role button, 

3. Fill in the Role Name field,
4. in the Privileges section, check the checkboxes next to the options that the user should have access to.
5. To grant access to payments, check the checkbox next to the Payments option, 

6. Confirm the creation of the new role by clicking Save at the bottom of the page and assign the role to the selected email address.

A person with access to the Payments tab will be able to view payments, manually create, edit, and delete them. This person can also link payments to invoices, even if they don't have access to invoices. To enable the user to also import payments from the bank, you must assign them access to imports.

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