# Assigning User Permissions for Payments Module > Overview Roles & Permissions for payment operations have been redesigned. Instead of one generic “Payments” block, there are now six dedicated sections… - Source: https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/assigning-user-permissions-for-payments-module - Section: Payments / Getting Started w/ Payments - Reading time: 2 min - Images: 4, each explained below --- ## Overview Roles & Permissions for payment operations have been redesigned. Instead of one generic “Payments” block, there are now six dedicated sections, letting account owners decide exactly which team members can view, create, edit, delete or configure different parts of Payments. --- ## Table of Contents - [Overview](#overview) - [What does this feature do?](#what-does-this-feature-do) - [What do I need to use this feature?](#what-do-i-need-to-use-this-feature) - [How to assign payment permissions](#how-to-assign-payment-permissions) - [Step 1: Open Roles & Permissions](#step-1-open-roles-and-permissions) - Step 2: Configure the six payment modules - [Step 3: Save](#step-3-save) - [Frequently Asked Questions](#frequently-asked-questions) --- ## What does this feature do? This feature breaks down payment-related permissions into separate modules so staff access can be tailored. Each module has its own toggles for common actions (view, create, update, delete, export, configure). Built-in safeguards ensure dependent actions are enforced automatically — for example, bulk product actions are only available when “Create/Edit” is granted. This exists alongside the primary 'Payments' permissions. The six modules now available as part of roles & permissions are: - **Orders** – view, export, import and collect payments (including partial payments). - **Subscriptions** – create, modify, pause, resume, cancel, export and manage payment method updates. - **Transactions** – view, refund, export, import and download receipts. - **Taxes** – view and configure tax settings, add or delete manual tax rates, and enable automatic tax calculation. - **Products** – view, create, edit, import, duplicate, bulk-manage and delete products. - **Payment Settings** – configure receipts, subscription defaults and other payment settings. Existing permissions like “Refund Transactions” and “Manage Subscriptions” have moved into the appropriate new modules. This layout gives admins finer control over sensitive actions such as issuing refunds or editing subscriptions. --- ## What do I need to use this feature? - Access to **Settings → My Staff** with permission to edit staff roles. - A clear understanding of which staff members should handle each payment module. - A staff member or role to assign permissions to. --- ## How to assign payment permissions ### Step 1: Open Roles & Permissions 1. Go to **Settings → My Staff** 2. Click the 'Edit' icon next to the staff member you want to update 3. Open **Roles & Permissions** ### Step 2: Configure any of the six payment modules You’ll see **Orders, Subscriptions, Transactions, Taxes, Products, and Payment Settings** as separate sections. For each section: - Tick the actions the staff member should have (view, create, update, delete, export, configure). - Dependencies are handled automatically — if a required permission is missing, related actions will be disabled. ![Step 2: Configure any of the six payment modules (image 1 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054543692/original/gVuCoxdlxUaAujIj0QMVpZZLSPruwdQ3ew.png) **Step 2: Configure any of the six payment modules (image 1 of 4)** This screenshot appears in the "Step 2: Configure any of the six payment modules" section of "Assigning User Permissions for Payments Module". The text alongside this image reads: Tick the actions the staff member should have (view, create, update, delete, export, configure). Dependencies are handled automatically — if a required permission is missing, related actions will be disabled. Immediately after, the guide continues: You can also modify multiple payment permissions at once and then proceed to Save. - What to choose: Tick the actions the staff member should have (view, create, update, delete, export, configure). Dependencies are handled automatically — if a required permission is missing, related actions will be disabled. - Next: You can also modify multiple payment permissions at once and then proceed to Save. Full procedure: 1. Tick the actions the staff member should have (view, create, update, delete, export, configure). 2. Dependencies are handled automatically — if a required permission is missing, related actions will be disabled. ![Step 2: Configure any of the six payment modules (image 2 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054543714/original/o08FX0Q8XgsOMYpsy66PDd3tK6cl8Y-i8Q.png) **Step 2: Configure any of the six payment modules (image 2 of 4)** This screenshot appears in the "Step 2: Configure any of the six payment modules" section of "Assigning User Permissions for Payments Module". The text alongside this image reads: Tick the actions the staff member should have (view, create, update, delete, export, configure). Dependencies are handled automatically — if a required permission is missing, related actions will be disabled. Immediately after, the guide continues: You can also modify multiple payment permissions at once and then proceed to Save. - What to choose: Tick the actions the staff member should have (view, create, update, delete, export, configure). Dependencies are handled automatically — if a required permission is missing, related actions will be disabled. - Next: You can also modify multiple payment permissions at once and then proceed to Save. Full procedure: 1. Tick the actions the staff member should have (view, create, update, delete, export, configure). 2. Dependencies are handled automatically — if a required permission is missing, related actions will be disabled. ### ![Step 2: Configure any of the six payment modules (image 3 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054543774/original/Ybw7AC0Zy0Pi0JWa3bexsv9no088HMDvsg.jpeg) **Step 2: Configure any of the six payment modules (image 3 of 4)** This screenshot appears in the "Step 2: Configure any of the six payment modules" section of "Assigning User Permissions for Payments Module". The text alongside this image reads: Tick the actions the staff member should have (view, create, update, delete, export, configure). Dependencies are handled automatically — if a required permission is missing, related actions will be disabled. Immediately after, the guide continues: You can also modify multiple payment permissions at once and then proceed to Save. - What to choose: Tick the actions the staff member should have (view, create, update, delete, export, configure). Dependencies are handled automatically — if a required permission is missing, related actions will be disabled. - Next: You can also modify multiple payment permissions at once and then proceed to Save. You can also modify multiple payment permissions at once and then proceed to Save. You can also apply 'Assigned Data' Only permissions for members of you staff. ### ![Step 3: Save (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054543653/original/Ks1mh4xr3Q0uMH4IawfGkuXuYm2poPIpIg.png) **Step 3: Save (image 4 of 4)** This screenshot appears in the "Step 3: Save" section of "Assigning User Permissions for Payments Module". The text alongside this image reads: You can also apply 'Assigned Data' Only permissions for members of you staff. Immediately after, the guide continues: Click Save to apply changes. Once applied, the permissions would start to apply for the user for all the modified modules. - What this covers: You can also apply 'Assigned Data' Only permissions for members of you staff. - Controls: Save - Next: Click Save to apply changes. Once applied, the permissions would start to apply for the user for all the modified modules. Step 3: Save Click **Save** to apply changes. Once applied, the permissions would start to apply for the user for all the modified modules. --- ## Frequently Asked Questions **What happens if I don’t give “Create/Edit” but enable “Bulk Manage Products”?** Bulk actions will be disabled automatically; required base permissions must be enabled. **Where do I see these options?** Go to **Settings → My Staff → ‘Staff Member’ Edit → Roles & Permissions** to see the new six sections. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com