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PayX Users

Adding Users to PayX Module in CampX​

Introduction​

Assigning the right access to users within the PayX module is essential for managing various financial tasks effectively. Here’s how to add global users to PayX and assign relevant profiles.

  1. Select Configuration/Settings > People from the main navigation menu in PayX.

Assigning Profiles to Users​

  1. Click Add User Profile Relation to bring up the profile assignment form.
  2. Choose the appropriate department, then select a user from the dropdown list.
  3. Assign a profile to the user, such as Administrator, Fee Collector, Fee Coordinator, or Member. These profiles determine the level of access and permissions within the PayX module.

Creating New Profiles​

  • If necessary permissions are granted, new profiles can be created within CampX Square for more customized access control.

Finalizing Access​

  • Upon confirming the selections, the users will be granted access to the PayX module with the permissions associated with their profile.

This process ensures that financial management tasks are delegated appropriately to maintain efficiency and security within the PayX system.