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Staff Permission Updates

July 10, 2021

A few changes were made to staff user permissions. They are:

  • to see the accounts receivable panel, the staff user needs to have the manage balances permission. This is a reduction in requirements. We removed the need to have manage service taxes and manage payments
  • we fixed the security module from being accessible from the quick nav, in some cases, when the staff user does not have the security permission. Furthermore, the software will do a permission check if the staff user attempts to manipulate the URL directly
  • the ability to manage custom client rates required the manage balances permission only, now it also needs: manage clients and manage services permissions
  • the ability to manage custom wage rates required the manage balances permission only, now it also needs: manage practitioners and manage services permissions
  • we fixed the improper display of the custom fields link from the main menu when the staff user did not have the manage clients permission. This may change in the future when we provide custom fields to other user types
  • a new permission for using payment processing gateways was added. When this permission is checked, the staff user can use payment gateways like: Stripe, PayPal and GoCardless. If unchecked, the staff user will not be permitted to initiate payments via an integrated payment processing gateway

If you have any questions, please contact support at mail@bizstim.com.

Sincerely,

The Bizstim Team

Scheduled downtime for April 29, 2019

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