How to restrict permission for staff to access the Payment Dashboard?

Overview:


Restricting access to the Payment Dashboard ensures that only authorized users can view financial data. This helps maintain data security, prevents misuse, and provides better control over sensitive payment information. 


Description:


To restrict access, go to the Settings section and navigate to Utilities. Click on ACL Configuration.
Select the required role for which you want to restrict access. Look for the Payment Dashboard or Payments/Reports section in the permissions list. Disable or uncheck the access option for the Payment Dashboard.


After updating the permissions, click on Save.


Next, go to User Management → Users, select the staff member, and click on the Edit option. Assign the updated role to the staff member and save the changes. Once done, the staff will no longer have access to the Payment Dashboard. 


Navigation


Step 1 : Click on My Account.


Step 2: Click on Utilities and select ACL Configuration.


  • Go to Utilities and open ACL Configuration.
  • Select the required role.
  • Locate Payment Dashboard in the permissions list.
  • Disable the access option for Payment Dashboard.
  • Click on Save to apply the changes.


Step 3: Go to User Management and click on Users.


  • Go to User Management → Users.
  • Select the required staff member.
  • Click on the Edit option.
  • Assign the appropriate role.
  • Click on Save to apply the changes. 


Step 4 : Choose the role and save.


End Notes:** **


  • Restricting dashboard access helps protect sensitive financial data.
  • Regularly review roles and permissions for better security.
  • Inform staff about access restrictions to avoid confusion.
  • Permissions can be re-enabled anytime if required.

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Updated on: 26/05/2026

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