Enhanced Permission: Deactivate Account

Published 8/8/24

We’re excited to announce a new permission that gives you more granular control over managing your customer accounts in InvoiceCloud: Deactivate Customer Account.

What it does

This new permission determines if a user is authorized to activate and deactivate customer accounts directly from the Customer Profile page. This streamlines the process for managing your employees’ access to update customer access to your IC payment portal.

How it’s managed

Permission #45 can be assigned through the Manage Users section of the Biller Portal. You can set this permission for individual users or for entire user roles, allowing you to tailor access controls to your specific needs.

What you need to know

• There’s no immediate action required on your part. Existing user access levels will remain unchanged.
• Users who currently have the “Edit Customer Profile” permission (Permission #38) will automatically gain the “Deactivate Customer Account” permission (Permission #45).
• As an administrator, you have the flexibility to remove Permission #45 from specific users or roles if needed.

If you have any questions about this new permission, please don’t hesitate to contact InvoiceCloud Support at helpdesk@invoicecloud.com.