How to Configure Employee Permissions for Manifest Payments (WA only)
Prior to making your first payment using POSaBIT's integrated manifest payment tool, you will first need to configure who has access to view & initiate manifest payments within the POS portal. The following article will walk you through how to configure employee accounts with manifest payment permissions.
"Payment User" Managed Permissions:
Any user who is added to the "Payment User" permission group will have the following features.
- Ability to initiate a new manifest payment from the incoming manifest form
- Ability to access the new "Payments" navigation item to view past manifest payments, including the amount paid, the supplier/brand that was paid, & what the current status of the payment is.
- Log into the POSaBIT POS Portal (app.posabit.com)
- Navigate to "Employee Group" within the "Settings" dropdown in the top navigation bar.If you don't see "Employee Groups" within the Settings drop-down, then your account likely doesn't have permission to set users' permissions. In this case, another user who does have access to set up user permissions will either need to grant your account permission to set user permissions OR directly add your account to the "Payments" permission group.
- Once on the "Employee Groups" page, select "Edit" on the new "Managed" employee group titled "Payment Users".
- Next, locate the list of employee accounts on the right-hand side of the page and identify any user accounts that you would like to enable "Payment" permissions for.
- Lastly, check the box next to each employee you would like to add to the "Payment Users" permission group and click "Save" in the top right-hand corner of the page (next to the employees title).
- That's it! Now any users that you added to the "Payment Users" permission group will be able to initiate manifest payments as well as access the new "Payments" page.
If you want to give a user access to view manifest payment but not the ability to initiate new manifest payments, you will need to create a new user group or edit an existing user group. When doing so, ensure that you only enable the "Read" access checkbox for the "Payments" item & not the "Manage" access checkbox.
