Where do I find the Process Orders settings

In order to Process Orders, 2 things need to be addressed:

Account Role Settings

Only Administrators with the appropriate security privileges can add or make changes to Account Roles.

The Process Orders functionality is set up in the Account Role as a Portal Privilege.

Menu Settings

Process Orders is one of the available imPowr menu items.

Many times, users who operate businesses utilizing imPowr's Entrepreneurial Tools use a custom imPowr menu. Custom menus are created in the Configuration Reference Libraries, using the Menu Builder. Once in there, the menu item can be added and can even be renamed.

For more details about creating and working with Custom Menus, please reference other Knowledge Base articles on the setting up of Custom Menus in imPowr or reach out to your Continual Care Solutions representative, for more information.