How do I give a user group access to Provet Pay reports and management page?

To give a specific user group, for example, your accountants, access to Provet Pay reports, you need to create a new permission group and assign the required permissions to it.

Go to Settings > Users > Permission groups.
Select + Group, give the group a name, and save. The new group is added to the Permission groups list.
Select the shield button ('Permissions') on the group row (see image below). The Permissions for group dialogue opens.
Add the following permissions for the group and save:
- Manage payment service settings
- Payment service reports
- Integration settings (Read and Write)
Go to Users > Users and create or edit a user you want to add to the permission group.
In the Create / Edit user dialogue, select the permission group you created from the Default permission group drop-down list.
Save the user.

Updated 24 February 2025 12:58

How do I give a user group access to Provet Pay reports and management page?

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