Authorization levels: Billing (../CS)
The functionality available to a user is based on the user’s Dues authorization level, user class, and licensing. The highest authority level a Casual user can have here is 2.
What each user type can do
- Full and Casual users with auth level 1 can find and view billing records
- Full and Casual users with auth level 1 can process accrual dues
- Full and Casual users with auth level 2 can run reports
- Full users with auth level 3 can create and edit billing records
- Full users with auth level 4 can delete billing records
Note: Level 1 users select Enter and edit payments to find and view those records.
What navigation items appear
|
Task List Item |
Required Conditions and Notes |
|---|---|
| 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 |
|
Process automatic payments |
Full user + Dues auth level 4 + DUES license |
| 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 |