This article will explain how to initiate your account setup process within the Payments Portal.
Important Note
The individuals who should have access to the Payments Portal are those responsible for handling customer payment data, financial reconciliation, and payment gateway API credentials. Typically, this includes members of Finance, IT, or the primary CivicPlus product administrator.
How to Access the Portal
Access is tied to your email address and gateway configuration. Users are granted access to the Payments Portal in one of two ways:
During onboarding, by submitting the user’s name and email through the Payments Onboarding Form
Post-onboarding (or in general), by reaching out to our Payments Support team.
Once added, we’ll link the user’s email address to their gateway configuration. This ensures they can only view payment activity relevant to their specific setup. When logging in for the first time, users will be prompted to create their account and complete a quick setup process.
Need Help?
If you have any questions or encounter any issues, please reach out to CivicPlus Support or your designated CivicPlus contact for assistance.