How to set user permissions for the Payment Portal

  1. Access Account Account menu icon.png->SettingsSettings icon.pngNavigate to UsersUsers.png

  2. Click Roles and Identify the role you want to assign a permission to:

  1. Click the 3 dots on the left of your screen and same row of the role you want to assign a permission to

  2. Select Edit Role

  1. Find the Payment section

  2. Navigate to Payment Portal in the Payment Section

  3. Select the permissions you want to assign to the role


 

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