Setting Up Payments Administrator Accounts

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 (Application Programming Interface) credentials. Typically, this includes members of Finance, IT (Information Technology), or the primary CivicPlus product administrator.

Step 1: Log in to the Payments Portal

1. Navigate to the Payments Portal
2. Use your provided credentials to log in
   
   Note: If this is your first time logging in, follow the on-screen instructions to set up your password.
3. Once logged in, you have successfully created an account in the Payments Portal automatically. No further action is needed on your part at this stage.

Step 2: Next Steps

Once you have logged in, the Payments Team will:

• Link your account to the appropriate payment gateway(s)
• Ensure you have access to the necessary reports and tools to perform payment reconciliation and other financial responsibilities
• Assign the correct permissions based on your role and the organization’s needs

Step 3: Account Setup Completion

Your designated CivicPlus point of contact will notify you once your account setup is complete. At that time, you will be able to access and manage your payment processing information in Payments.

Need Help?

If you have any questions or encounter any issues, please reach out to CivicPlus Support or your designated CivicPlus contact for assistance.