Clerk Security Group Permissions - Accounts

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Allows access to the Accounts menu, which is used to manage Customer/Member/Account data and perform account-related processes within SwiftPOS.

These records represent Customers, Members, or Accounts and are used to track balances, transactions, and account activity.

• Access is limited to authorised Venues (Location Groups) only.
• These permissions control both:
  • Operational functions (processing payments, statements)
  • Administrative actions (editing accounts, resetting balances, classifications)

The Account permissions determine a user’s ability to:

• View and manage account records.
• Edit financial attributes (credit limits, balances).
• Process account transactions and payments.
• Maintain and configure account classifications.

Proper configuration ensures users only have access to financially sensitive operations appropriate to their role.

Clerk Group Permissions For Accounts      ▲ ▼

• Account Records
  Allows access to search and view Member/Account records assigned to the venue.
  • Delete Account
    Allows deletion of a Member/Account record from SwiftPOS.
  • Edit Accounts
    Allows access to view and edit all attributes of a Member/Account record (Full Edit mode).
    • Edit Credit Limit
      Allows modification of the credit limit assigned to an individual account.
    • Reset Individual Balance
      Allows resetting an individual account balance back to 0.00.
• Account Statements
  Allows running statements based on account activity and transactions.
• Process Payments
• Allows access to reconcile or process payments against invoices charged to Member/Account cash accounts.
• Account Classifications
  Allows access to configure classifications that impact how accounts operate.
  • Reset Account Balances
    Allows resetting the account balances of all Member/Account records within a classification.

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