ACCOUNT Tab Overview

Applies to: Users with administrative permissions. This section allows users to manage departments, users, security and API Integration settings.

Solution Overview:

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 ACCOUNT based on their permission set. If you should have access but do not, please contact your administrator.

Who can access the account features?

PDCflow's system has four permissions that determine user ACCOUNT tab access:

1. Administration - API Integration Credentials And Keys

2. Administration - Add and Edit Departments

3. Administration - Manage Service Configuration Such As Portals And Account Number Setup

4. Administration - Manage Users And Permissions

If a specific permission is turned on, the user can access that account feature and if it is turned off they will not have access. Most users with administrative access have all of these permissions turned on.

Still Need Help? 

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