You can now control which team members have the ability to cancel or archive client memberships and packages. With a new toggle in the Team Access Groups settings, administrators can decide whether to grant or restrict these capabilities. This ensures that only authorized users can make significant changes to client accounts, adding an extra layer of security and control to your operations.

Use Case

• Assign permissions to specific team members for canceling or archiving memberships.
• Prevent unauthorized cancellation of memberships by restricting access
• Ensure only designated roles can manage client packages and memberships.

How to Use This Feature

1. Login to your Core Account via core.hapana.com
2. Navigate to 'Team Settings' and select the 'Team Access Group' icon in the top right corner of the screen. 
3. Select the "Administrator" role under the "Account Type".
4. In the "Access" tab, you will see a new toggle named "Membership/Package Cancellation".
5. Enable or Disable the Toggle 

Default Settings

• ON for all current users with Administrator roles (allowing them to cancel and archive memberships and packages).

• OFF for any new Team Access Group created after the release (restricting these actions by default).
• To grant permissions: Ensure the toggle is switched to "ON".
• To restrict permissions: Ensure the toggle it switched to "OFF".
   

When the Toggle is ON:

• Users can cancel or suspend memberships via the Core > Clients > Client Record > Payment Tab > Membership Tab > Recurring Payment Detail screen.
• Users can archive or cancel a membership or package via the Core > Client > Client Detail > Payments Tab by using the trash icon.
   

When the Toggle is OFF:

• Users will be prevented from canceling memberships via the Recurring Payment Detail screen, but they can still suspend memberships.
• The trash icon will be hidden, preventing users from archiving or canceling a membership or package.