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.
Step 3: Go to the Users Section
In the Settings menu, select Users to view your current user list.
Step 4. Open the Roles Tab
Click on ROLES to manage and create user roles.
Step 5. Create a New Role
Click on NEW ROLE to begin creating a new custom role.
Step 6. Enter Role Details
-
Role Name: Type in the desired name for the role.
-
Description: Provide a short description to explain the purpose of this role.
Click on ADD PERMISSIONS to assign capabilities to the role.
Step 7. Expand Permission Categories & Select Preferred Permissions
- Click the drop-down arrows next to each section to view available permissions.
- Check the boxes next to the permissions you wish to assign to the role.
- Click ADD to apply the selected permissions to the role.
Step 8. Review Assigned Permissions
Ensure all necessary permissions are included and correct.
Step 9. Assign Users to the Role
Click MANAGE USERS to begin adding users to the newly created role.
Step 10. Select and Confirm Users
Click SELECT USERS, choose the users you want to assign, and click CONFIRM.
Note: If a role is deleted, the users assigned to that role will default to ‘Basic’ role.
Related articles:
If you need assistance or have any further questions, please click here to contact our support team.