Payment portal permissions
-
Click the drop-down by your name/icon - Click Manage Organization
- Click the Payment tab
- Click the Permissions drop-down at the top left
- 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)
- Click their name in the drop-down to confirm
- Check all three boxes (view, edit, admin)
- This person can now access the Payment tab
Important
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.
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