Understanding user permissions in Payreq Delivery

Modified on Wed, 22 Oct at 4:59 PM

Payreq Delivery allows you to control access by assigning different permissions to each user for key parts of the platform. This ensures staff can access what they need—without compromising sensitive data or functionality.


Key Permission Areas

Each user can be granted permissions for the following areas of Payreq Delivery:

  • Contacts – Manage the list of recipients eligible to receive mail (e.g. ratepayers, customers, employees).

  • Registrations (Subscriptions) – View or action subscription requests or deregistrations.

  • Mail – Upload, view, send, or manage the status of digital mail jobs.

  • Settings – Access mailer configuration, billing settings, or user account permissions.


Permission Types

For each of the areas above, you can assign one of the following access levels:


Access Level
Description
No AccessThe user will not see this section in the navigation menu.
ViewThe user can view records and information but cannot make changes.
Edit / ActionThe user can create, update, send, or manage records depending on the section.


Example: You may give a team member “View” access to Contacts and Mail, but allow them “Edit” access in Registrations so they can approve or manage subscription activity.



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