Allow agents to add payment methods to BriteCore

Clients may wish to allow agents access to add credit cards and ACH accounts directly from within the Agent portal. To enable this setting:

    1. Navigate to Settings > Advanced.
    2. Search for restrict-agent-billing-setup.
    3. Select False.
    4. Search for agent-available-billing-setup.
    5. Input the sections an agent can access in Billing Setup in the Setting Value field separated with commas. See options below:
      • bS_billingSch_wrap
      • bS_billWhom_wrap
      • bS_billHow_wrap
      • bS_paymentM_wrap
      • bS_withdrawFundsWhen_wrap

 

Figure 1: Agent portal view when agents are allowed to add payment methods.