RevPay - Permission Requirements and Settings

RevPay User Role Permissions Overview

RevPay includes several permission settings that allow practices to grant or restrict access to specific payment-related functionality. These permissions are managed within User Roles and can be configured based on each employee’s responsibilities.

Accessing RevPay Permissions

To manage these permissions:

1. Navigate to Admin
2. Select Employees/Roles
3. Choose User Roles
4. Open the appropriate user role

From there, permissions can be enabled or disabled within the applicable folders.

Saved Card Permissions

To manage permissions related to saved cards on file:

1. Expand the Patient folder
2. Select one or both of the following permissions:
   • View Saved Cards
   • Manage Saved Cards

Permission Definitions

View Saved Cards

Allows the user to:

• View and select saved cards on file
• Access the Recurring Payment tab within the patient’s Account component

Manage Saved Cards

Allows the user to add, edit, or remove saved cards on file.

Recurring Payment Permissions

To manage recurring payment functionality:

1. Expand the Accounting folder
2. Select one or both of the following permissions:
   • Create Recurring Payment
   • Cancel Recurring Payment

Permission Definitions

Create Recurring Payment

Allows the user to create new recurring payment schedules.

Cancel Recurring Payment

Allows the user to cancel existing recurring payment schedules.

Important Permission Dependencies

Recurring payment functionality depends on saved card permissions.

• A user must have View Saved Cards permission to:
  • See the Recurring Payment tab in the patient’s Account component
  • Select an existing saved card when creating a recurring payment
• If the user also needs to add a new card while setting up a recurring payment, they must additionally have Manage Saved Cards permission.

Without the appropriate saved card permissions, the recurring payment workflow may be limited or unavailable.