Documentation Index

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AdvancePay Security Settings

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In the AdvancePay Security folder, you can set Permission Profiles to control access to:

  • Auto Renewals, Refund and Renew

  • Receive Returns

  • Sales and Returns and Sales Requests

Auto Renewals, Refunds and Renews

To set permissions for AdvancePay access to Auto Renewals, Refund (including Override Refund Amount and Reverse Refund) and Renew:

  1. Access Admin Console > Security > Profiles > Permission Profiles.

  2. Select the appropriate profile, then access > Application > CG Client > Customer Management > Customers > AdvancePay.

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Receive Returns

To set permissions for AdvancePay Receive Returns:

  1. From within the Admin Console Permission Profiles, access Application > CG Client > POS > Front Office > Receive Returns > Advanced Edit > AdvancePay Product.

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Sales and Returns

To set permissions for AdvancePay Sales and Returns:

  1. From within the Admin Console Permission Profiles, access Application > CG Client > POS > Front Office > Sales and Returns > Advanced Edit > AdvancePay Product.

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Sales Requests

To set permissions for AdvancePay Sales Requests:

  1. From within the Admin Console Permission Profiles, access Application > CG Client > POS > Front Office > Sales Requests > Advanced Edit > AdvancePay Product.

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