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Payment for Staff using Backend

Greg H. shared this question ago

Answered

I want to set up my staff member to take payments and post them to the leads but that is all.

I have tried several permissons and it will not allow them to save the payment

i DO NOT want them to have full edit ability to the orders for this particular user...

how can i get just payment posting to work in permissions?

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Comments (5)

Greg H. ● 14 months ago

and btw i have this full access already on

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Nicki G. ● 14 months ago

Lead Payments - full access didn't let them?

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Front E. ● 14 months ago

CORRECT will not allow the save

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Greg H. ● 14 months ago

correct will not allow saving

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Susan M. ● 14 months ago

Who is the worker you are trying to give this permission to?

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Greg H. ● 14 months ago

front7994

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Tyler H. ● 14 months ago

That worker profile has "read only" permissions . They would need the "full access" permission selected.

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Greg H. ● 14 months ago

ITS SAYS FULL

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Susan M. ● 14 months ago

For Leads...not lead payments

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Susan M. ● 14 months ago

See screenshot

Files:

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Greg H. ● 14 months ago

Still striking out

i have those settings as you showed me and still not able to save a payment posted by FRONT7994

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Susan M. ● 14 months ago

If you are still trying on that same lead it was showing a expired credit card?

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Greg H. ● 14 months ago

its a test lead and i was trying to post a fake check payment

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Susan M. ● 14 months ago

Ok. I am going to test as this worker too...one sec

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Susan M. ● 14 months ago

Take a look at lead # 20848731 I just added a payment as Front7994

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Greg H. ● 14 months ago

OK that worked but here is why it worked

that lead was created by FRONT and payment by FRONT

i need FRONT to be able to not create or edit orders only view and post payments

if FRONT has the ability to edit orders etc then yes it works

if FRONT accesses adn order that was not created by them the error comes up under the sales person name in red

So what i need is the ability to assign a staff person (FRONT) the ability to view and order make no changes but post payments when checks come in We dont want to allow this person to alter the order in any way except payment

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Susan M. ● 14 months ago

Then you need to be sure the permissions are set for that worker profile to make changes on all leads...let me take a look

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Greg H. ● 14 months ago

so what did you determine about this issue?

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Susan M. ● 14 months ago

It was a permission about assigning sales rep? it should be working on that test lead now

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Greg H. ● 14 months ago

THAT WORKS, but the issue is it gives that user that should be only able to view a lead and post payments full access to change anything on the lead

i ahve changed prices, qty etc and posted payments and it works just fine just like a fully active user..

How can i make that user PAYMENT POSTING ONLY...

It seem the permissioin to add or edit payments is programmed to allow add or edit anything not just paymnets

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Susan M. ● 14 months ago

Unfortunately, this is the only way

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Greg H. ● 14 months ago

ok thanks for your time :(

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