What’s New?
Businesses can now assign fine-grained permissions for payment-related operations through updated Roles & Permissions. Instead of one generic “Payments” block, permissions now have additional six dedicated sections related to different Payment Modules:
- 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.
Other key updates:
- Existing 'Payments' permissions like 'Refund Transactions' and 'Manage Subscriptions' are now moved into their respective new sections.
- Each permission action (view, create, update, delete, export, configure) is standardized across areas for clarity.
- Dependencies are enforced in the UI — for example, bulk product actions require create/edit access.
- This gives admins far more control over who can perform sensitive financial operations like issuing refunds, editing subscriptions, or updating tax settings.
Where Can I Find This?
Go to Settings → My Staff → 'Staff Member' Edit → Roles & Permissions.
You’ll now see Orders, Subscriptions, Transactions, Taxes, Products, and Payment Settings listed as separate categories, each with its own permission toggles.
What’s Next?
- Agency-level role implementation and testing for more consistent permission management across accounts.
- Expanded audit visibility for permission change logs.
- Deeper reporting on role usage and impact on workflows.
Visuals:
