FAQs on Business Units:

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.


Related Topics

System Configuration - Groups


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