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Administrator permissions for credit balance

I made an attempt to process an electronic refund for a credit balance but was blocked and prompted to get permission to do so from our company administrator. What steps do they need to take to grant this permission? Thank you.






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Re: Administrator permissions for credit balance

Your username has a Payments Role assigned as "Zuora Payments Standard User". This particular user role does not have the permission "Credit Balance Electronic Refund" enabled.

 

 

Since the "Zuora Payments Standard User" Payment Role is a default role, it cannot be Edited to enable this permission. Instead, you will need to create a new custom Payments Role then assign it to your username.

 

For more information on how to create a new user role and assign to a user, please check out our Knowledge Center article regarding User Roles.






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