Enable or disable permissions so the user is only allowed to perform relevant actions on organizations in Fairways Debt.
Navigate to the Administration Account
- Log in to your Fairways Debt account.
- Select a customer account.
- Click Applications > Account Administration.
Define Permissions
Apply a role to the user to define permissions that user has for all organizations they are associated with. You can apply permissions at different levels:
- Account level
- Organization level
- Entity level
- Navigate to Account > Account Structure.
- Click the relevant user's full name to open their user profile.
- Click Switch to... :
- Beside the account name to apply the role permissions at the account level.
- Within an organization tab to apply the role permissions at that organization level.
| Role | Description |
|---|---|
| Administrator | Can view and manage the whole account. |
| Customer Representative |
Can:
Cannot access the following pages:
|
| Standard | Can view and manage only specific organizations. |
The role permissions apply to the relevant organization(s).
- Click Edit Permissions to apply specific permissions for each entity.
- Select the relevant permission beside each entity.
| Permission | Description |
|---|---|
| Hide | Entity transactions are hidden. |
| View | Review and consolidate the entity transactions. |
| Manage | Manage the entity transactions. |
- Click OK to confirm.
The relevant permissions apply to the entities.
Note: If a transaction involves two entities, and the user has only been granted the "Manage" permission for one of them, they can still manage that transaction.