FINANCIAL ADMINS: SET UP ACCOUNTS
Set up your payment methods, cash accounts, permissions and controls.
Step 1: Set Up Payment Methods
Add bank accounts, debit cards and credit cards as payment methods. This will enable you to collect funds and send payments.
Step 2: Micro-deposit Verification
If you’re adding a bank account as a payment method, you will need to verify that you have access to the account with micro-deposits. If you’re using a credit card, skip this step.
Step 3: Set Up DragonFLY Payment accounts
DragonFly Payment accounts are where your funds are securely stored and organized.
Edit Controls and Permissions
Revisit the settings in your Manage Accounts tab to update who has access to accounts. You can also give or revoke account permissions to staff members at your organization.