Applies to: Users with administrative, reporting or service level access. This section allows users to navigate settings as they relate to payment schedules.
Please note the information below encompasses all of the services PDCflow offers and may not apply. In addition, some users may not have access to schedule features based on their permission set. If you should have access but do not, please contact your administrator.
Who can access the SCHEDULES tab?
PDCflow's system has four permissions that determine a users access to schedule features:
Administration - Schedule Configuration
Reporting - View Schedules
Services - Card Schedules
Services - Check Schedules
If a specific permission is turned on, the user can access that schedule feature and if it is turned off they will not have access. Users that need access to setup and view schedules have the reporting and service permissions turned on, while administrative users needing access to schedule configuration have all turned on.
Still Need Help?
Please reach out to our Customer Success team via email at: firstname.lastname@example.org for further assistance.