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Getting Started: User Management: How to Add a New User and Assign Their Role

As an Admin, you can easily add new users to your Payments Portal and assign the appropriate role and user permissions. 

Follow the steps below to get started! 

 

Step 1: Log into the Payments Portal

Go to portal.anddone.com and sign in using your administrator credentials.

Step 2: Navigate to Settings

Once logged in, locate and click on Settings in the left-hand navigation menu.

 Click on SettingsStep 3: Go to the Users Section

In the Settings menu, select Users to view your current user list.

Select UsersStep 4: Click Add User

In the Users section, click on the ADD USER button to begin creating a new account.

Step 5: Enter User Details

Fill in the required fields for the new user.

Step 6: Assign a Role

Click on ASSIGN ROLE, then choose the appropriate role for the user based on their responsibilities. Admin & Basic are pre-generated, or create new roles by selecting New Role button.  

Step 7: Confirm Role Assignment

Once you've selected the role, click CONFIRM to finalize the assignment.

Step 8: Activate the User (MOST important step!)

After confirming the details and role, click ACTIVATE. The user will automatically receive a registration email with their login credentials and next steps.

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If you need assistance or have any further questions, please click here to contact our support team.