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User permissions for the Contact Details section

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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