Managing Customer Portal Admin Access

You can control who has access to the Customer Portal in the Team menu under Settings in the left navigation bar, or by using this link: https://customer.extraordinarypay.com/staff-management

Once a user has been added to the portal, they can be upgraded with admin access. To do this, on the Team page, search for the user, then select the cog to the right of the page to edit:

There are three tiers of access: Organisation Lead, Portal Manager and Accountant. Use the toggle to give the appropriate level of access to the user, then Save the changes.

Within each tier, there are further options, and explanations of what each allows:

Organisation Lead:

• Staff Management: A user with the Staff Management role may use this page to manage the permissions of other staff members.
• Manage Integrations: A user with the Manage Integrations role can request SCIM Credentials, and configure SAML SSO connections. Expertise in these systems is required

Portal Manager:

• Manage Plans: A user with the Manage Plans role can create allocations of money (E.g. a Gift called "Christmas 1999" of $200).
• Manage Users: A user with the Manage Users role can edit the names, emails etc. of other users.
• Manage Allocations: A user with the Manage Allocations role can assign allocations to users, thus making funds available for spend.

Accountant

• Customer Portal Access: A user with Customer Portal Access may read data and update users, but cannot create allocation plans nor assign money to users.