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How do I assign the 'Release payment' or 'Release import file' privileges to a user?


You can assign the 'Payment Releaser' role to a user to give them these privileges across all accounts.

Alternatively, you can create a new 'Customer role' to include the privilege(s) then assign them to specific accounts.

'Release Payment' lets the user select one or more payments for release.

'Release import file' lets the user release a file containing multiple payments.

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