PDF Security Role Functions

You must have the appropriate security role functions to view, create, edit, or update PDFs.

Settings>Employee>Security Roles>security role>Ignite>Members Security>Recurring Services

The available security roles are described in the table below:

PDF - Access	Allows the user the ability to access the Manage PDFs page.
PDF - Delete	Allows the user the ability to delete PDFs on the Manage PDFs page.
PDF - Upload	Allows the user the ability to upload PDFs to the Manage PDFs page.

 

The following functions appear in the same section.

Recurring Service PDF - Replace	Allows the user the ability to replace a PDF attached to a Recurring Service.
Recurring Service PDF - Set Defaults	Allows the user the ability to set default PDFs to Recurring Service plans.