Follow the steps below to get started:
Important: Existing users will maintain their current Admin status and permissions unless another Role is assigned.
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: Locate the User
Use the search bar to search or select the user you wish to edit.
Step 5. Select the User
From the search results, click on the user’s name to access their profile.
Step 6. Assign a New Role
Click the ASSIGN ROLE button on the user’s profile.
Step 7. Select the Role
In the popup, select the desired role from the dropdown and click CONFIRM.
Step 8. Review Role Details
After assigning the role, click on VIEW ROLE to see the full list of permissions associated with it.
Step 9. Review Assigned Permissions
Examine the list under Assigned Permissions to ensure the user has the appropriate access.
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If you need assistance or have any further questions, please click here to contact our support team.