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The table below describes the access permissions for Manage Features > Payment Manager.
To configure access and general permissions for system roles, your user role must have unrestricted access to the Role Permissions feature in System Roles (Manage Features > User Manager Features).
To configure system roles, go to Manage Center > Users > System Roles.
Table: Access permissions for Payment Manager
| Feature | Access Permission Description |
| Payment Plans and Optional Payment Items |
Read Only provides access to the Payment Plans and Optional Payment Items pages in the Manage Center, where the role can view payment plans and optional payment items. Unrestricted access additionally enables the role to create, edit and delete payment plans and optional payment items. No access prevents the role from accessing the Payment Plans and Optional Payment Items pages and removes them from the Manage Center > Learning menu. |
| Cost Accounting |
Read Only provides access to the Cost Accounting Categories page in the Manage Center, where the role can view the list existing cost account categories, and access to the Cost Accounting Information page in the Catalog Editor > Session Properties tab, to view the extra costs associated with a session using cost accounting categories. Unrestricted access additionally enables the role to create, edit and delete cost accounting categories, and to configure extra cost accounting information for a session, using cost accounting categories. No access prevents the role from accessing the Cost Accounting Categories page in the Manage Center and the Cost Accounting Information page in the Catalog Editor. |
| Payment History |
Read Only and Unrestricted provide access to the Payment History page in the Manage Center, where the role can view user payment transactions and optionally mark them as reviewed or not reviewed. No access prevents the role from accessing the Payment History page and removes it from the Manage Center > Learning menu. |
| Token Packages |
Read Only provides access to the Token Packages page in the Manage Center, where the role can view existing token packages. Unrestricted access additionally enables the role to create, edit and delete token packages, which learners can buy from their organization to pay for course enrollments. No access prevents the role from accessing the Token Packages page and removes it from the Manage Center > Learning menu. It also prevents the role from buying token packages. |
| Organization Token Accounts |
Read Only provides access to the Organization Token Accounts page in the Manage Center, where the role can view existing token accounts. Unrestricted access additionally enables the role to create, edit and delete organization token accounts. No access prevents the role from accessing the Organization Token Accounts page and removes it from the Manage Center > Learning menu. |
| Token Account Data Loader |
Read Only provides access to the Token Account Data Loader in the Manage Center, where the role can view previous imports, and download the import logs and error logs. Unrestricted access additionally enables the role to upload token account data CSV files. No access prevents the role from accessing the Token Account Data Loader and removes it from the Manage Center > Users menu. The Initialize (I) and Delete (D) actions in an imported token account CSV file require the user importing the file to have Unrestricted access permission for Organization Token Accounts. The Add (A) action requires the Allow Token Manual Adjustment feature (in Role General Permissions) to be enabled for this role. |
