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Setup · How-to

Let a role collect fees

Tick the fees permissions for a bursar or accountant.

1 min readSetup → Roles & accessFor: School admin

The fees group has five boxes. Pick only what the job needs.

Steps

  1. Open Setup → Roles & access.
  2. Open the role's permissions. Select Edit permissions if needed.
  3. In the fees group, tick View fees.
  4. Tick Collect payments to let them take money.
  5. Tick Manage fee setup, Approve adjustments and refunds, or Export fees only if needed.
  6. Select Save permissions.