How do I assume payment types on the Agent Capture Assist forms to my users? They are not showing.
How to Assign Payment Types to Users on Agent Capture Assist
When new licenses are purchased for your Paytia account, they are not automatically assigned to users. This feature gives administrators the flexibility to allocate payment types only when necessary and to the specific users who need them. Follow the steps below to assign payment types:
1. Navigate to the User Management Section
- Log in to your Paytia Admin Console.
- From the left-hand menu, go to Administer users > Users.
2. Select the User to Assign Licenses
- In the User Listing, locate the user you wish to update.
- Click the Edit icon next to their name.
3. Access the Rights Management Panel
- The user profile will load, displaying two sections:
- Assign Menu Rights: Control the user interface menus and enable/disable menu items for streamlined operations.
- Assign Licence Rights: Manage the licenses and payment gateways available to the user.
4. Enable Relevant Licenses
- In the Assign Licence Rights section:
- Review the available licenses and payment types.
- Check the boxes for the payment options (e.g., "Phone - Charge Immediately," "Stripe - Google Pay") you want the user to access.
5. Adjust Menu Access (Optional)
- In the Assign Menu Rights section:
- Enable or disable access to menu items such as "Dashboard," "Transaction List," or "Payment Links."
- Customize user workflows by pre-selecting default menu views.
6. Save Changes
- After assigning the necessary licenses and rights, click the Save button to update the user’s profile.
These steps allow administrators to retain full control over which users have access to specific payment types and functionalities on the Paytia platform.
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