Empower Your Business with Granular Permissions in Bosseo CRM
Businesses across various sectors continually seek ways to streamline operations and improve control over their financial transactions. Bosseo CRM has introduced a groundbreaking update to meet these demands, allowing businesses to manage payment-related permissions with unprecedented precision and clarity. This new feature breaks down the generic ‘Payments’ block into six distinct sections dedicated to different Payment Modules, enhancing financial operation controls and overall business efficiency.
Enhanced Payment-Related Operations
What’s New?
Businesses can now assign fine-grained permissions for payment-related operations using the updated Roles & Permissions in Bosseo CRM. This development introduces six dedicated sections for various Payment Modules, each offering specific control over different aspects:
Orders
Manage actions such as viewing, exporting, importing, and collecting payments, including partial payments.
Subscriptions
Modify, pause, resume, cancel, export, and manage payment method updates efficiently.
Transactions
Handle viewing, refunds, exports, imports, and receipt downloads without hassle.
Taxes
Configure tax settings, add or delete manual tax rates, and enable automatic calculations seamlessly.
Products
Enable comprehensive view, creation, editing, importing, duplicating, bulk management, and product deletion capabilities.
Payment Settings
Configure receipts, set subscription defaults, and manage numerous payment settings intricately.
Streamlined Permissions Structure
Existing ‘Payments’ permissions like ‘Refund Transactions’ and ‘Manage Subscriptions’ have now migrated to their designated sections for more structured administrative control. Interdependencies are effectively enforced within the user interface, which mandates requisite access for bulk actions, ensuring better management of sensitive operations like issuing refunds or altering tax settings.
Where to Find It
To streamline your payment operations further, explore these new settings by navigating to Settings → My Staff → ‘Staff Member’ Edit → Roles & Permissions in Bosseo CRM. Here you’ll find the newly separated categories with individual permission toggles, facilitating tailored access and management per user role.
Use Cases Across Industries
Home Improvement
For businesses involved in home improvement, managing multiple projects with unique requirements becomes a breeze with the granular control offered by Bosseo CRM. Track payment progress, manage invoices efficiently, and customize tax settings per project to ensure precise financial management tailored to the specific needs of different types of contracts or home improvement projects.
Legal Practices
Law firms need to ensure compliance with financial regulations while managing client and case-related payments. Using Bosseo CRM’s new permissions system, legal practices can better control client billing, manage trust account funds securely, and delegate financial tasks without compromising sensitive data, thereby enhancing both compliance and client trust.
Medical Facilities
In the medical industry, precision in financial management is crucial due to the regulated nature of healthcare services. Using the redesigned Permissions section, medical facilities can efficiently manage patient billing, insurance claim processes, and subsidies, ensuring that only qualified personnel access sensitive financial data, thus ensuring both security and efficiency in financial operation.
Looking Ahead
Bosseo CRM’s enhancements represent a leap towards more refined and controlled financial management systems. Future plans include implementing agency-level role settings for consistent management across different accounts, expanding audit visibility for permission changes, and improving reporting on role usage. These ongoing improvements aim to foster a robust framework for businesses, enhancing both operational efficiency and security.
With this release, Bosseo CRM positions itself as a leader in providing sophisticated tools to manage complex financial transactions effortlessly, aiding businesses in maintaining high standards in financial workflows and data security【4:3†source】.
