Settings and activity
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2 votes
Hi Helen, currently the ability to manage payment services are limited to the Adviser and Standard user roles.
Appreciate the reason you've shared on opening this up. While there is a level of security needed to protect the business, this may be something we could consider at an incremental control level longer term.
It's not in the plans atm but we'll keep a close watch on the support for this. I'll let you know here if there are any updates.
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Gustavo Cesco Miozzo
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14 votes
An error occurred while saving the comment Gustavo Cesco Miozzo
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Fully agree.
Gustavo Cesco Miozzo
supported this idea
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+1. As the external bookkeeper, I just had this exact issue. Our AR employee has a user with Sales-only access, couldn't enable card payments on an invoice, so I had to log in and do it myself. That was avoidable rework for a routine AR task.
A separate "manage payment services" permission that can be added to Invoice-only roles would solve it without giving full Standard access.