Only Admin users have automatic access to the Payment section in the Kolleno environment. All other user must be granted permission in the "Users & Permissions" settings by Admins. |
If you would like to give or restrict Member or Viewer users access to Payments
Click on your Company name (in the top left hand side)
Click Users & Permissions > Existing users > 3 dots (on the right hand side) Edit User Details
Toggle on the respective Payment Access before clicking Save.
There are 3 respective options to chose from:
Payments (ERP) Access
Kolleno Payments Access
Payouts Access
Each Access permission restricts a specific tab within Payments.
Payments (ERP) Access
Kolleno Payments Access
Payouts Access
Disabling all of the access options within the Reconciliation access of payments will not display the Payments option within the navigation part.