How to set up staff to see Payments Only? Sales Entry Staff Type
Payments Only View
You only want your staff to have the ability to create a pay by text link and view payment related pages. You don't want them to be overwhelmed by Messaging, Subscriptions, Contacts etc. No problem!
To do this, the Owner for your account will just create or adjust the staff person's profile to be a Sales Entry User Type. This is the type of Everyware user that can simply enter new sales without seeing all of the other Everyware menu options and functions.
Create Sales Entry Staff User Type
An Owner can create a new user or edit an existing user's permissions by:
Go to Settings > Staff
Click the Edit button next to the person you want to edit OR Click the Add Staff button at the top right
Inside the staff person's profile pop up, select the Sales Entry user type from the User Type drop down list
Click on the Payment Settings tab inside the pop up
Toggle on all Payment Settings functions/views you want to permit this use
Click Save to save your changes
Sales Entry Staff can view Payments Pages:
Once created your Sales Entry user type, here is what they will be able to see...
- View Payments + Import Payment Batches (Batch Import)
- Payment Reporting + Batch Reports