Add Users to Security Groups — Classic

Add Users to Security Groups

A user should be assigned to a security group(s) if the user will need to view or edit payment information in the portal.

To add users to a security group:

1. Navigate to Administration > Account Settings > Security Settings.

2. Click the black silhouette icon next to the security group name.

3. Click Add Member.

4. Ensure the admin account you'd like to add is active in the portal.

5. Enter the email address (e.g. [e-mail]) of the user account you want to add, and then click Add.

6. Repeat this process for each admin you would like to add to the security group.