Q: When
on the Group/User security page why can I see all Payment Types not just those associated
with the Business Unit that I have selected?
A:
The User/Group configuration page shows all information without limits. When setting up a User/Group all possible
options must be available. If limiting
the Payment Types by the Business Unit, why should it not limit the Business
Units by Payment Type? This would mean
that there would be no way to select a Payment Type or a Business Unit. So all Payment Types, and all Business Units
will be available to be selected on the User/Group configuration page at all
time. To aid in which Payment Types
belong to which Business Units and vice versa, there are two buttons, Select
associated Business Units and Select associated Payment Types respectively.
There is also a Business Unit Code column under the Payment Types heading.
Q: Can only one Payment Type
from a Business Unit be selected for a User, not all of them?
A:
Yes. If wanting a User to only access
one Payment Type in a Business Unit, but not all of them, just select the
Payment Type the User needs. Ensure that
you also select the corresponding Business Unit.
Q: What would happen if I
select the Business Unit, but no Payment Types?
A: You will be able to see
your Payment data when Browsing and/or running Reports/Queries, but will not be
able to take Payments in iNovah Cashier.
Q: What would happen if I
select the Payment Types, but no Business Units?
A: You will not be able to see
Payment data or Collect Payments in iNovah Cashier.
Q: What would happen if I
select the Business Unit, and Business Unit Access Data, but no Payment Types?
A: You will be able to see all
Payment data for all users who are also assigned to the same office you are
when Browsing and/or running Reports/Queries.
You will not be able to toke Payments in iNovah Cashier.
Be sure that the
Group/User has the appropriate Payment Types for the selected Business
Units. Also ensure that the Group/User
has the appropriate Business Units for the selected Payment Types.
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