Schedules Overview

Applies To

Users with administrative-, reporting-, or service-level access. When Schedule Service is On in a PDCflow account the users within that account may have access to creating, editing, and reporting on payment schedules.

Overview

The information below encompasses all of the schedule functionality PDCflow offers and may not apply to all accounts since some accounts may not have schedule functionality active. Also, based on account permissions, not all users may have access to all or some schedule functionality. If you think you ought to have access but don't, please contact your administrator.

Who can access schedule functionality?

PDCflow's system uses Security Group roles to control permissions to functionality and pages in an account a user must be assigned to a Security Group with one or more of the following roles to have permission to access various functionality and pages.

1. Administration - Schedule Configuration

2. Reporting - View Schedules

3. Services - Card Schedules

4. Services - Check Schedules

When a user is assigned to a Security Group with specific roles selected, then that user will have permission to access the associated functionality for those roles. Reversely, if a user is assigned a Security Group that doesn't have permission to schedule roles, they won't be able to view or access the associated functionality or pages. Users who should have access to set up, edit, and/or schedules in Reporting will need to be assigned to a Security Group that has the appropriate Security Group roles assigned. For example, Administrators often need to be assigned to a Security Group with permission to access all roles in a PDCflow account. 

Related Articles:

Creating a Payment Schedule

Adding Schedule Options to Payment Portals

Editing a Schedule

Setting Up a Post-dated Payment

Still Need Help? 

Please reach out to our Customer Success team via email at support@pdcflow.com for further assistance.