Update Permissions to Limit Actions

  1. Login to the BillMax Staff Portal using an ID with Super User privileges.
  2. Select System Administration > Permissions.
  3. Add an Authorization Level.
  4. Add the new authlevel to the Permission for each Source or Object that need the Permission leaving off those that the Permission has been taken away. To update the Permission
    1. Choose Refine Search and add a filter based on the Object or Source if the Object is blank.
    2. Click the number of the Permission to change.
    3. Select the check box for the Authorization Level that has been added to change or an existing one to add the permission and click Save.
Example: Add an Authorization Level NoCreditCards. Add NoCreditCards to all items that have Write skipping the Sources and Objects that deal with credit cards.