Note: Only users with the following roles have access to financial portions of the system: AD (Athletic Director), PRIN (Principal) and ADM (Administrator). Click here to learn how to update account permissions and roles within your organization.

1. Log in to DragonFly on your computer's web browser and select 'Payments' from the left-side menu.

2. Select 'Payment Methods' in the top menu bar.

3. You will now see a listing of all available payment methods. Select 'Edit Account' or 'Edit Cash Account' to make changes.

4. In the bank account settings, select which groups and/or users can use the account.

In the 'Groups' drop-down menu, select roles at your organization.

In the 'Individuals' drop-down menu, type a name and then select their account.

5. In the DragonFly Cash Account settings, select which groups and/or users will have access to view the cash account and which users have access to send payments from the cash account.

In the 'Groups' drop-down menu, select roles at your organization.

In the 'Individuals' drop-down menu, type the name of a person and then select their account. Select the 'Save' button to update your account controls.

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