Adding or Removing Payments Portico admin access

Description of Issue

Need to add or remove admin privileges for users in Payments/Portico

Context
  • Payments
  • Portico
Cause

Instructional.

Resolution

Users must be added to the Payments Admin group within the Admin Center. 

1) Within Portico's Admin Center, select Manage Users on the left side of the screen.

2) Add a user or select an existing one.

3) Add the user to the site's PaymentsAdmin group (Name may vary depending on site. A drop down is available to the right of the group to detail the group's functionality.)

    1. Option: Enter the word Payments in the Workspace field to narrow down the results.
    2. Option: deselect a group from the user to remove access.

4) Save.

You can confirm the user is added to the Payments Admin group by selecting the Groups tab within that user's settings.