User class combined with licensing and the Dues authorization level determines what users can see and do within Billing. The highest authority level a Casual user can have here is 2.
What each user type can do
■ Full and Casual users can find and view billing records - auth level 1
Note: Level 1 users select Enter and edit payments to find and view those records.
■ Full and Casual users process accrual dues - auth level 1
■ Full and Casual users can run reports - auth level 2
■ Full users can create and edit billing records - auth level 3
■ Full users can delete billing records - auth level 4
What navigation items appear
|
Task List Item |
Required Conditions and Notes |
|
Enter and edit payments |
Full or Casual user + Dues auth level 1 + DUES license |
|
Process billing |
Full user + Dues auth level 4 + DUES license |
|
Process accrual dues |
Full or Casual user + Dues auth level 1 + DUES license + Accrual setup |
|
Generate reports |
Full or Casual user + Dues auth level 2 + DUES license |
|
Manage expired members |
Full user + Dues auth level 8 + DUES license |
|
Set up module |
Full user + Dues auth level 5 + DUES license |