Associating Transaction (Charge) Codes to a Chain Role

Prerequisites for Associating Transaction (Charge) Codes to a Chain Role

With the Transaction Code by User Role OPERA Control active you can restrict the charges a user can post by associating transaction codes to their role(s).

Associate Transaction Codes with a Chain Role

1. From the Side menu, select Role Manager, then select Manage Chain Roles.

2. Enter a Role and click Search.

3. Select the chain role , then click the vertical ellipsis and select Associate Transaction Codes.

4. Enter or select a Property.

5. In the Available panel, click the transaction codes you want to assign to the role.

   Note:

   Use the filter to search by entering a specific transaction code or a partial description and clicking Go.

6. Click the arrow > to move the selected transaction codes to selected panel.

7. Click the arrow < to remove selected transaction codes in selected panel.

8. Click the double greater than arrow >> to move all transactions codes matching the search filter to the selected panel.

9. Repeat for next property.

10. Click Save when finished.