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Assign or remove Summary Statement permissions

Learn how to assign or remove Summary Statement data.

Ensure that you understand the types of Summary Statement permissions.

  1. Go to Administration > Manage User Roles.
  2. Select Billing from the role list.
  3. Click View for the user role that you want to update.
  4. In the Summary Statements section, select or clear the required permission.
  5. Save the user role.
    Note: Only assign the delete permissions to users who are authorized to remove Summary Statement data.