Choosing custom permissions
If you select Custom Permissions in the Permissions Mode tab in a user’s profile, or you’re editing a User Defined Role (via Admin > Roles), you can choose from a number of custom permissions.
Allows you to limit access at an account level e.g. defining which accounts the user can view, and what type of payments they can view or create on each account.
Allows you to select a subset of admin permissions for a user e.g. Submit maintenance requests, reset passwords or provision tokens
Allows you to set permissions relating to:
- Editing templates
- Transaction groups
- Address book
- Voucher view
- Import/export files
- Restricted Access (only allowing the user to create transactions using the address book and/or templates)
- Transaction Purposes (when you tag transactions into categories)
- Other advanced features, e.g. Global Trade, Trade Advances
Allows you to limit what receivables reports a user can access e.g. BPAY, Direct Entry and merchant reporting.
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