How can I search for a homeowner payment?

Add Role Securities

You can add the ability to to search for a homeowner payment to different roles.

For each role that you want to be able to do this:

1. Navigate to Settings > Roles. 
   The Roles page displays.
2. Search for the role that you want to allow to use Revenue Manager. For example, in the following image, the user wants to allow Administrators to use this feature and enters admin in the search field to display all roles that include the word "admin". 
   
   
   
3. Click the caret next to the role name to open it (ensure the Security tab is selected).
4. Go to the Banking section and click Edit next to Homeowner Payment Search. 
   The Edit Role Security screen opens. 
   
   
   
5. Select the following security permissions as needed:
   • View: View the Payment search screen.
   • Add/Update: Create a bank return.
   • Back Date: Allows bank return action items to be backdated before today.
6. Click Save changes.