Getting Started Admin Guide: Create a New Role

login to the Payments Portal

1. 1. Click on Settings

   

2. 2. Click on Users

   

3. 3. Click on ROLES

   

4. 4. Click on NEW ROLE

   

5. 5. Type in desired Role Name

   

6. 6. Type a Description

   

7. 7. Click on ADD PERMISSIONS

   

8. 8. Click on expand drop-down under each section

   

9. 9. Select preferred permissions

   

10. 10. Click on ADD

    

11. 11. Click on ADD PERMISSIONS

    

12. 12. Review assigned permissions

    

13. 13. To add users, click on MANAGE USERS

    

14. 14. Click on SELECT USERS and click CONFIRM