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Status Planned
Workspace Case Management
Categories Goods & Services
Created by Chloe Jonas
Created on Jul 11, 2023

adding a user permission/role "this user can" around who can add discounts on the goods & services page

During an onsite training at Spring Grove Funeral Homes, a conversation with Theresa Correa was had about directors not following processes with adding discounts to the G&S page. They are having a hard time controlling the discounts that are being given and are wanting a way to control what Passare role can apply discounts on the G&S page.

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