How to set permission for the Payment method for the Management Group

Step by step guide:

1. Log in to your Docyt Dashboard.

2. Move your cursor to the search box in the header, located next to the Docyt logo.

3. Click the down arrow in the search box to open the dropdown.

4. In the dropdown list, hover over the Management Group name.

5. Click on the option labeled "Roles and Permissions".

6. On the Roles and Permissions page, select the checkbox next to the entity name for which you want to update permissions.

7. Click the "Edit Permissions" button located at the top right corner of the page.

8. A new page will open with multiple permission settings.

9. From the top menu, click the "Payment Methods" tab to allow payment permissions.

10. Select the checkbox next to Bank / Credit Card / Cash to enable or disable permissions as needed.