Schedules Overview
Manage recurring Card/Check payment plans when Schedule Service is active in your PDCflow account.
Who Can Access Schedules?
Users need Security Group roles for these permissions:
| Role | Access Granted |
|---|---|
| Administration - Configure Schedules | Adjust the default settings for schedules |
| Reporting - View Schedules | Search and view schedule details and reports |
| Services - Enter Card Schedules | Create card payment schedules |
| Services - Enter Check Schedules | Create check payment schedules |
Quick Check: Missing access? Contact your admin to update your Security Group.
Need More Access?
Admins should assign all schedule roles to users who need full schedule functionality.
Need Help?
Email our Customer Success team at support@pdcflow.com.