Understanding Money Permissions

Modified on Mon, 23 Sep at 3:18 PM

Default values have been set for the existing roles of Account Owner, Administrator, Manager, Assistant Manager and Staff based on their hierarchy. Using the defaults as a starting point you can then add more permissions, downgrade or remove access depending on the role.

Within the Settings menu, select Roles and Permissions, then View on the particular role you want to edit.

Money Permissions

Family Account Billing Cycles

Family account changes and invoice management

Edit	Create	Delete
Can see the billing cycle created for family	Can change/create billing cycle	Balance of account displays on the profile of the account, but only if the below transaction permission is set to delete to

Adjustments

Management of adjustment details and GL codes

Edit	Create	Delete
Can edit the Adjustment details and GL Codes	Create and add any Adjustment details and GL Codes	Reverse adjustments and remove GL Codes

Transactions

Line item management for account transactions

Edit	Create	Delete
Can view transactions page, but not listed transactions	Can create transactions, can not reverse transactions	Provides full access

Billing Cycle Templates

Business and centre template management for family account changes and invoices

Edit	Create	Delete
No access without other permissions	No access without other permissions	No access without other permissions

Billing Settings

Access to settings related to billing features (Please note: in order to use surcharge, Billing Cycle Template, or Transaction Type settings this needs to be turned on)

Edit	Create	Delete
No access without other permissions	No access without other permissions	No access without other permissions

Discount General

Application of discounts to accounts and or children belonging to an account, and to transactions

Edit	Create	Delete
Edit discounts	Create specific discount types	Remove discounts from accounts

Discount Management

Discount creation and management, for the business

Edit	Create	Delete
Create edits to discounts	Create new discounts	Remove discounts

Family Account Payment Methods

Management of contact payment methods, associated to family accounts

Edit	Create	Delete
Settings menu appears, no actions	Settings menu appears, no actions	Settings menu appears, no actions

Payments and Itemized Bills

Management of itemized bills, account payments, subsidy payments, and batching payments

Edit	Create	Delete
View payments	Full permissions	Full permissions

Surcharges

Management of payment surcharges passed along to families

Edit	Create	Delete
No access	No access	No access

Transaction Types

Customise transaction line items for business and centres

Edit	Create	Delete
No access	No access	No access

Statement

Access to statement

Edit	Create	Delete
No access	No access	No access