Set Permissions and Business Rules for Flexible Payments

Learn how to configure and set permissions for scheduled payments, which include one-time payments, installment payments, and Recurring Orders with a Saved Payment. All three types of flexible payments are supported in Staff View and in Community Hub. This page explains how to control how much you allow staff or constituents to do.

Set Permissions for Staff

Permission Sets

These permission sets control staff access for all three types of flexible payments.

Permission Set	Description
Nimble AMS Schedule View All	View All permission for the Nimble AMS Schedule and Schedule Line objects, including the tabs, all record types, and all fields.
Nimble AMS Schedule Create & Modify All	Create & Modify All permissions for the Nimble AMS Schedule and Schedule Line objects, including the tabs, all record types, and all fields.

Business Rules

To match your association's business processes, you can control if staff can schedule payments by creating evaluations for the following business rule:

Business Rule	Description
Allow Scheduled Payments	Whether the staff user can schedule payments or not in the order wizard.

Learn more about Business Rules.

Set Permissions for Community Hub Constituents

By default, constituents can only pay using scheduled payments when Trusted is selected on their account. Learn more about trusted accounts.

If you've previously enabled Bill Me in your org, and Trusted is selected on some constituents' accounts, then (by default) those same constituents will also be able to pay using scheduled payments in Community Hub. Learn how to configure trusted accounts.

Evaluations must also be created for the following business rules:

Business Rule	Description
Allow Community Scheduled Payments	Whether the current Community Hub user can make one-time scheduled payments.
Allow Community Installment Payments	Whether the current Community Hub user can schedule installment payments.

Learn more about Business Rules.