Understanding Detailed Payment Permissions for Your Business

Managing payments securely is essential for every small business owner. With new, detailed permission options, you can now control exactly who can access and manage specific payment tasks. This ensures sensitive tasks like issuing refunds or updating subscriptions are handled safely and by the right people.

📌 Why This Matters

Giving your team the right level of access to payment operations helps protect your business from errors or unauthorized actions. Instead of one broad permission, you can now specify who can view orders, handle subscriptions, manage taxes, and much more. This creates a safer and more organized way to manage your payments.

✨ What’s New

• Orders: Control who can view, export, import, and collect payments—including partial payments—so you keep full oversight.
• Subscriptions: Decide who can create, modify, pause, resume, cancel, and update payment methods to keep recurring billing smooth.
• Transactions: Let certain team members view, refund, export, and download receipts, ensuring clear financial records.
• Taxes: Assign permission to view and adjust tax settings, add manual rates, or enable automatic tax calculations based on your business needs.
• Products: Manage who can add, edit, import, duplicate, or delete products, keeping your catalog up to date.
• Payment Settings: Control who configures receipts, subscription defaults, and other payment-related settings.

• Previously broad payment permissions are now organized into clear sections, making it easier to understand what each role can do.
• Permission actions like view, create, update, delete, export, and configure are standardized for consistency.
• The system enforces dependencies; for example, you must have create/edit permissions to perform bulk product updates.
• This all means more control for you when managing sensitive financial tasks within your team.

🛠️ How to Use It

1. Step 1: Navigate to your staff management settings in your business system.
2. Step 2: Select the team member you want to update permissions for.
3. Step 3: Find the Roles & Permissions area where payment-related categories are listed separately.
4. Step 4: Adjust the toggles for Orders, Subscriptions, Transactions, Taxes, Products, and Payment Settings based on what responsibilities your team member should have.
5. Step 5: Save the changes to ensure proper access controls are in place.

💡 Pro Tip

Carefully assigning payment permissions can help prevent costly mistakes and protect your cash flow, so review and update access regularly as your team and roles evolve.