Roles and Permissions: Allowing a credit transaction refund

Roles and Permissions: Allowing a credit transaction refund

Published 11/2/23

A new permission (37) will be used to determine if a user can select the โ€œCreditโ€ option in the Transaction Type dropdown when processing a transaction. This permission can prevent restricted users from issuing refunds without permission.

To review this enhancement, click the gear icon and navigate to the User Management page in the Biller Portal, select the Manage Permissions icon ๐Ÿ”’, expand the Data Management section, and find Permission 37 โ€“ โ€œCredit/Refund Payments.โ€ Please note that Permission 37 will automatically be enabled as default for all users.

 

 

Biller Portal Administrators will be able to choose which users have access to this permission. Authorized users, with Permission 37 enabled, will be able to select a credit transaction. Any unauthorized users (those without Permission 37 enabled) will only be given the โ€œsaleโ€ option in the Transaction Type dropdown.