Authorization levels: Billing (../CS)
The functionality available to a user is based on the user’s Dues authorization level, user class, and licensing. The highest authority level a Casual user can have here is 2.
What each user type can do
- Full and Casual users with auth level 1 can find and view billing records
NoteLevel 1 users select Enter and edit payments to find and view those records.
- Full and Casual users with auth level 1 can process accrual dues
- Full and Casual users with auth level 2 can run reports
- Full users with auth level 3 can create and edit billing records
- Full users with auth level 4 can delete billing records
What navigation items appear
| Task List Item | Required Conditions and Notes |
|---|---|
| Process billing | Full user + Dues auth level 4 + DUES license |
| Process accrual dues | Full or Casual user + Dues auth level 1 + DUES license + Accrual setup |
| Process automatic payments | Full user + Dues auth level 4 + DUES license |
| Generate reports | Full or Casual user + Dues auth level 2 + DUES license |
| Manage expired members | Full user + Dues auth level 8 + DUES license |
| Set up module | Full user + Dues auth level 5 + DUES license |