Overview

Payment permissions in Enrollio have been redesigned to give you precise control over who can access different parts of your payment operations. Instead of one broad "Payments" permission, you now have six dedicated sections — so you can decide exactly which team members can view tuition payments, issue refunds, manage subscriptions, or configure payment settings.

What This Feature Does

This feature breaks down payment-related permissions into separate modules so you can tailor staff access based on their role. Each module has its own toggles for common actions like view, create, update, delete, export, and configure.

Built-in safeguards ensure dependent actions are enforced automatically. For example, bulk product actions are only available when "Create/Edit" permission is granted.

The six payment permission modules are:

  • Orders – View, export, import, and collect tuition payments (including partial payments)
  • Subscriptions – Create, modify, pause, resume, cancel, export, and manage payment method updates for recurring tuition
  • Transactions – View, refund, export, import, and download receipts
  • Taxes – View and configure tax settings, add or delete manual tax rates, and enable automatic tax calculation
  • Products – View, create, edit, import, duplicate, bulk-manage, and delete products (like enrollment fees, field trips, or supplies)
  • Payment Settings – Configure receipts, subscription defaults, and other payment preferences

Previous permissions like "Refund Transactions" and "Manage Subscriptions" have moved into the appropriate new modules, giving you finer control over sensitive actions.

What You Need

  • Access to Settings → My Staff with permission to edit staff roles
  • A clear understanding of which staff members should handle each payment module
  • A staff member or role to assign permissions to

How to Assign Payment Permissions

Step 1: Open Roles & Permissions

  1. Go to Settings → My Staff
  2. Click the Edit icon next to the staff member you want to update
  3. Open Roles & Permissions

Step 2: Configure the Six Payment Modules

You'll see Orders, Subscriptions, Transactions, Taxes, Products, and Payment Settings as separate sections.

For each section:

  1. Check the actions the staff member should have (view, create, update, delete, export, configure)
  2. Dependencies are handled automatically — if a required permission is missing, related actions will be disabled

You can modify multiple payment permissions at once before saving.

Pro Tip: You can also apply "Assigned Data Only" permissions for staff members, limiting them to only view or manage payments they personally handle.

Step 3: Save Your Changes

Click Save to apply your changes. The new permissions take effect immediately for all modified modules.

Frequently Asked Questions

What happens if I don't give "Create/Edit" permission but enable "Bulk Manage Products"?

Bulk actions will be disabled automatically. Required base permissions must be enabled first.

Where do I see these permission options?

Go to Settings → My Staff → Edit (for the staff member) → Roles & Permissions to see the six payment sections.

Can I restrict a staff member to only see payments they collected?

Yes. Use the "Assigned Data Only" option when configuring their permissions. This limits them to viewing and managing only the payments, orders, or subscriptions they personally created or were assigned.

What's the difference between Orders and Transactions?

Orders refer to payment requests you've created (like invoices for tuition). Transactions are the actual completed payments — what parents have paid. Staff with Orders permission can create and send payment requests. Staff with Transactions permission can view payment history and issue refunds.