Skip to Main Content
Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on Oct 29, 2024

Permissions for Payment Rec tool

CDS has indicated that they would be unable to use the payment reconciliation tool as-is because they have concerns about misuse. They would like permissions associated with the tool in User Groups and Limits so that they can restrict access to it.

Product Area Center Management
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
How does this impact the customer's business?

Customer identified that this is a tool that they would like to use for locating and resolving payments that failed to post, but are unable to because there are no permissions to control access to the tool.

Requesting Customer CDS - 15297000
  • Attach files
  • Jesse Hartman
    Reply
    |
    Nov 1, 2024

    Creative World - 80490671 needs permissions for this as well - they want to be able to restrict this to owners to reduce the risk of mistakes being made that require ledger corrections.

  • Jesse Hartman
    Reply
    |
    Oct 31, 2024

    Magical Beginnings - 94981231 has indicated that they want these permissions as well