Overview
This article guides you through the process of configuring access settings for overdue members .
The article is divided into the following eight topics:
Prerequisites
Role
Scope
Rules
Use case
Navigation
Organisation level
Add access control settings
Prerequisites
Role
Your Role must have the Manage organization settings Permission.
Scope
To create a grace overdue amount and period, you must have a Role with Organisation access
Rules
If you have the correct Permissions to manage organisation settings there are some rules to note:
For more information on Roles, click here.
For more information on Permissions, click here.
Use case
A member misses a payment with the billing company. The grace period allows the member to be denied access if they owe more than the set grace amount and the number of days since the billing company advised of the overdue. eg Organisation A has a grace period of 0 days and $15 overdue. Member B misses a payment of $20 today, the billing company syncs this information tomorrow and the member is denied access the following day.
Note: These settings apply to all branches.
Navigation
Access control settings, or grace periods are added at Organisation level:
Organisation level
To add a Payment option:
Navigate to Organisation level (light coloured menu)
Click on Organisation
Select Access Control
Add access control settings
To add access control settings:
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Click Edit
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Add a dollar ($) amount
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Enter the number of days to deny access after the billing company has synced a failed payment
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Select the block member's access when overdue
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Click Save
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