Recurring Payment Permissions
Recurring Payments Permissions control the Lists → Recurring Payments tab.
• Can view recurring payments
• User can view Lists → Recurring Payments
• User can see payment status (active, paid, finished, unpaid, cancelled, or past due)
• This permission is required for all further settings in this category
• Can create recurring payments
• User can create recurring payments on a client timeline
• Can edit recurring payments
• User can edit recurring payments on the client when manually adding them
• Can cancel recurring payments
• User can cancel active recurring payments on a client timeline
• Can delete recurring payments
• User can delete recurring payments on a client timeline
• Can change settings
• User can edit Lists → Recurring Payments → Settings
• For example, user can set up new recurring payments