Payment portal permissions

Granting Payment Access to a User

By default, only account admins can access the Payment tab. If you need to grant payment permissions to another user, follow the steps below.

Important: Only supervisors can be granted payment permissions. 

From Better Bloom:

1. Click the name of your organization at the bottom left of the screen.
2. Select Organization Settings.
3. Click the Payment tab.
4. Click the Permissions drop-down at the top left.
5. Type the name of the supervisor you want to grant permissions to.
6. Click their name in the drop-down to confirm.
7. Check all three boxes (View, Edit, Admin).
8. The supervisor now has access to the Payment tab.

From the Legacy Version:

1. Click the drop-down menu by your name/icon at the top right of the screen.
2. Select Manage Organization.
3. Click the Payment tab.
4. Click the Permissions drop-down at the top left.
5. Type the name of the supervisor you want to give permissions to.
6. Click their name in the drop-down to confirm.
7. Check all three boxes (View, Edit, Admin).
8. The supervisor now has access to the Payment tab.