Payment portal permissions

  1. Click the drop-down by your name/icon
  2. Click Manage Organization
  3. Click the Payment tab
  4. Click the Permissions drop-down at the top left
  5. Type in the name of the user you want to give permissions (Always choose a user and not the team from the drop-down options)
  6. Click their name in the drop-down to confirm
  7. Check all three boxes (view, edit, admin)
  8. This person can now access the Payment tab


Only a supervisor can be given these permissions. Contact the Client Success team if you need to make a non-supervisor an Admin for the payment section.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us