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User permissions for the Contact Details section

Updated over 2 months ago

Users can only see the Contact Details section and add or edit payment details if they have the respective permissions.

This is how you grant such permissions to a user:

  • Find your Organisation and open the Users page under Workflows And Settings.

  • Click on the Permissions field next to a user.

  • Tick the checkboxes for the permissions you want to grant to this user:

    • Can view list: allows to see the Contact Details section

    • Can add: allows to add payment details in the Contact Details section or during Batch Payment creation

    • Can edit: allows to edit payment details in the Contact Details section

  • Click on SAVE.



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