Finance Permissions

STAFF ☰ > Users > Staff Teams

The following list explains the available finance permissions on Align.

Balance Import	View \| Edit During a migration, if you need to Import Balances, please contact Align Support. The *View* permission allows users to view the imported balances in the system The Edit permission allows a user to import balances into the system.
Credit Card Processor	Edit \| Delete This permission only applies to Align Users. It allows the user to edit or delete a payment processor on the system. Currently, our supported payment processors are Stripe, Braintree, and Authorize.net.
Credit Memo	View \| Edit The *View* permission is not currently used. The Edit permission gives the user the ability to Create, Edit, and Void Credit Memos from the My Finances page.
Custom Accounts BETA	View \| Edit \| Delete This is a Align only feature and not currently available for Customers.
Discounts	View \| Edit \| Delete The *View* permission adds the Discounts page to the Staff Menu and allows users to view Discount Items. The *Edit* permission gives the user the ability to Create new discounts and to Edit existing discounts. The Delete permission allows a user to delete a Discount Item.
Fees	View \| Edit The *View* permission adds the Fee Items page to the Staff Menu and allows users to view Fee Items. The Edit permission gives the user the ability to Create and Edit Fee Items on the Fee Items page. It also grants the user the ability to Add Fees from the My Finances page.
Finance Classes	View \| Edit \| Delete The *View* permission adds the Finance Classes page to the Staff Menu and allows users to view Finance Classes. The *Edit* permission gives the user the ability to Create new Finance Classes and to Edit existing ones. The *Delete* permission gives the user the ability to delete a Finance Class. (only if it has not been used)
Payments	View \| Edit \| Download The *View* permission adds the Payments page to the STAFF Menu and allows users to view all payments. It also allows for creating and savings Saved Views on the Payments page. The *Edit* permission gives the user the ability to Create new payments from the My Finances page. It also gives the user the ability to Edit payments, and to Void, or Refund Credit Card payments. The *Download* allows the user to download the list of payments to a CSV file.
Payment Plans BETA	*View \| Edit \| Delete* The *View* permission gives the user the ability to view the Payment Plan page on the STUDENT Menu. The *Edit* permission gives the user the ability to apply a Payment Plan to a student The *Delete* permission is not currently used.
Payment Refunds	View \| Edit The View permission is not currently used. The *Edit* permission allows a user to add a refund to a student's account.
Recognized Revenues (Align Staff Only)	View \| Edit The *View* permission allows a user to view the *Revenue Schedule* on a Fee or Discount The *Edit* permission is not currently used
Student Discounts	View \| Edit The *View* permission is not currently used The Edit permission gives the user the ability to Apply Discount using the Finance Actions button on the students My Finances page.
Student Finances	View \| Edit The *View* permission gives access to view the My Finances page on the student account as well as the ability to view the transaction receipts. The *Edit* permission gives access to add and edit the transactions on the student account. *NOTE: Balances are still available for viewing on the Student List irrespective of what permission is set here.
Transaction Categories	View \| Edit \| Delete The *View* permission adds the Transaction Categories page to the Staff Menu and allows users to view Transaction Categories. The *Edit* permission gives the user the ability to Create and Edit Transaction Categories. The *Delete* permission gives the user the ability to delete a Transaction Category. (only if it has not been used)
Tuition Agreements	View \| Edit The *View* permission adds the Tuition Agreements page to the Staff Menu and allows users to view Tuition Agreements. The *Edit* permission gives the user the ability to Create and Edit Tuition Agreements.

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