Security Role Action: ACH/CC Payments

Security Role Action: ACH/CC Payments

  • An action to control "delete payment method" and "edit payment method"
    • Tools > ACH/CC Payments > Allow Delete
    • Tools > ACH/CC Payments > Allow Edit

Since these are new security role actions, they were not added to all security roles by default. Currently, they have been automatically enabled only for Owner and Administrator security roles.

If these actions need to be added to other security roles, the MPOC or darwin admin must manually update the settings.

  1. Click Security menu
  2. Click Roles submenu
  3. Select role on the left side of the screen, example Agents
  4. Choose actions tab
  5. Search "ACH" under not selected and select the two actions
  6. Click save

This is what the user will see with NO permission access to these new action roles.

This is what the user will see if the user has permission access to these new action roles.

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