- Contents
Latitude Help
Scheduled Payments - User Policy Permission
Use the User Policy permission to specify the actions a user can take when scheduling or modifying a payment on an account. For more information, Arrangements.
Location
In the Navigation pane, click Applications > Liquid Latitude > Account Data > Scheduled Payments > User Policy.
Scope
This permission is available for the following scopes:
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System
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Role
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User
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Branch
Policy
The policy allows your organization to specify the actions a user can take when creating or modifying scheduled payments. Enable the permission for a scope and then specify the settings.
Allow user to bypass business rules when scheduling or editing payments: If selected, the user can bypass the payment business rules.
Allow user to suppress surcharge assessment on new arrangements: If selected, the user can remove the surcharge on a new arrangement.
Allow Updating of Scheduled Payments entered by Other Users: If selected, allows the user to modify scheduled payments that other users created.
Allow User to Update Their Own Scheduled Payments: If selected, allows the user to modify scheduled payments that the user created.
Allow Updating of Scheduled Payments Hold Flag: If selected, allows the user to place a scheduled payment on hold and release the hold.
Maximum Total Number of Scheduled Payments (0 = unlimited): Maximum number of scheduled payments allowed. If blank or zero, there is no maximum limit.
Allow saving Payment Instrument to Wallet: If selected, allows the user to save a payment instrument to a customer's wallet.
Allow deleting Payment Instrument from Wallet: If selected, allows the user to delete a payment instrument from a customer's wallet.
Allow lookup of previously used Payment Instruments not saved in Wallet: If selected, allows the user to look up payment instruments previously used on an account and not saved to a customer's wallet.
% Allowed Below Minimum: Percent below the minimum settlement amount allowed before requiring supervisor approval.