Several User Permissions are related to the Find Unapplied Credits (Transactions menu) feature and its search results.
User Permissions play a crucial role in protecting your data by controlling who can access, modify, or perform specific actions in your system. Review Protect Your Account - User Permission Guidelines for more information.
To adjust a User's permissions, go to the Gear icon > Settings > Users & Permissions > User IDs (click on a UserID) > User Permissions (left menu) to set the permissions. Note: If a User is logged in when changes are made to their permissions, they'll have to log out and back in for the changes to take effect.
Permissions Related to Find Unapplied Credits
|Enables access to
|Find Unapplied Credits, Mass Edit Transactions
|Mass apply credits; can update several transactions. Use the Transactions menu > Find Unapplied Credits to find and apply credits.
|Search and Recent Transactions from the Transactions menu.
|View Family Page
|View and edit the details of a family. Click on a family's name from the Family/Accts column to view the family's record.
|View the Transactions tab from a family's record.
|View and edit a single transaction in the following ways:
|Use the Transactions menu > Find Unapplied Credits > Search results grid > Trash Can (icon) to delete a single transaction.
See Permissions for Jackrabbit Users for more information.