Path: Navigation Menu > Maintain Users

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If the Payment Center (Swerve Pay) is enabled for your Agency, there are three user permissions that can be enabled or disabled for your staff:

• Refund Payments: Allows user the ability to refund payments made by client.
• Add Recurring Payments: Allows user to set up a payment plan for the client.
• Stop Recurring Payments: Allows user the ability to stop a payment plan for the client.

Enable and Disable Payment Center User Permissions

1. Navigate to Maintain Users following the path above.
2. Click the Edit Users button.
3. Choose the user from the Select Login Name drop-down or the Select Real Name drop-down.
4. Click the Edit User button.
5. Under the Swerve Pay Permissions section, select the Refund Payments, Add Recurring Payments, and/or Stop Recurring Payments checkbox(es) to enable permission(s) or uncheck the checkbox(es) to disable permission(s) for the user.

1. Click the Update button to save your changes.