Assign an Aptean Pay Permission Set to a User

Aptean Pay  •  Article  •  4/6/2023  •  3 min

The Aptean Pay extension includes the following permission sets:

  • APTEANPAYADMIN: This permission set is intended for individuals who are responsible for Aptean Pay administration.
    A user with this permission set can perform the following tasks:
    • On the Aptean Pay Setup page:
      • Define fields.
      • Edit fields.
      • Delete fields.
    • On the Aptean Pay Requests Queue page:
      • Create payment requests.
      • Edit payment requests.
      • Send payment requests to Aptean Pay.
    • On the Aptean Pay Pre-Auth Queue page:
      • Create payments.
      • Edit payments.
      • Send payments to Aptean Pay.
    • On the Posted Sales Invoice and Posted Sales Invoices pages, use the Send to Aptean Pay Request Queue action to create payment requests that appear on the Aptean Pay Requests Queue page.
    • On the Aptean Pay Receipts Queue page:
      • Load payment receipt records.
      • Create payment receipt records in a cash receipt journal.
      • Close records.
    • On the Cash Receipt Journals page, load payment receipt records that appear on the Aptean Pay Receipts Queue page.
    • View the Aptean Pay Log page.
  • APTEANPAYPROCESSOR: This permission set is intended for individuals who are responsible for Aptean Pay processing.
    A user with this permission set can perform the following tasks:
    • View the Aptean Pay Setup page.
    • On the Aptean Pay Requests Queue page:
      • Create payment requests.
      • Edit payment requests.
      • Send payment requests to Aptean Pay.
    • On the Aptean Pay Pre-Auth Queue page:
      • Create payments.
      • Edit payments.
      • Send payments to Aptean Pay.
    • On the Posted Sales Invoice and Posted Sales Invoices pages, use the Send to Aptean Pay Request Queue action to create payment requests that appear on the Aptean Pay Requests Queue page.
    • On the Aptean Pay Receipts Queue page:
      • Load payment receipt records.
      • Create payment receipt records in a cash receipt journal.
      • Close records.
    • On the Cash Receipt Journals page, load payment receipt records that appear on the Aptean Pay Receipts Queue page.
    • View the Aptean Pay Log page.
  • APTEANPAYBASIC: For a user to perform any task with this permission set, they need to have another permission set for a specific task. Based on the other permission set provided, they can perform any or all of the tasks of an APTEANPAYADMIN or APTEANPAYPROCESSOR.

To assign an Aptean Pay Permission set to a user

  1. Select the Search icon , enter Users, and then choose the related link.
    The Users page opens.
  2. Select the user to which you want to assign an Aptean Pay permission set, and then on the action bar, choose Edit.
    The User Card page opens.
  3. In the Permission Set field, specify the permission set that you want to assign to the user.

See Also Setup