No Options Appear When Editing Payments Users
In Payments Administrative Tools > Permissions > User permissions, if you click edit on a user, a prompt appears saying Add permissions for (name)? If you click Add, nothing happens.
Payments
Portico
Admin Center
No departments have been added to the program.
Go to Administrative Tools > Permissions > Departments.
Add a Department. Name and description as desired.
Assign a Payment Type to this department.
Note: Multiple departments can be created, but once a Payment Type is assigned to a department, it cannot be assigned to another.
Save.
Return to Administrative Tools > Permissions > User permissions.
Click Edit on any user.
You can now set a Role to a user, split between as many departments as have been created.
Payments comes with four Roles by default: Admin, Limited, View Only, and None. More Roles can be added based on site preference. A user can have Admin role for some departments and view only for others, for example, depending on how many departments were created.