Permit Purchase by an Admin

Purchasing

The Admin Portal Permit Purchase process allows administrators to assign a Permitstandard parking permit and process the associated transaction on behalf of a user. Its primary purpose is to seamlessly facilitate in-person or administrative permit assignments while accurately logging the financial transaction in the system. This article is intended for OPS-COM administrators.

Setup and Configuration

There is no specific system configuration required to use this feature, provided your parking lots, permit inventory, and payment methods are already established. Processing a permit purchase is a standard administrative action available to users with the appropriate user management and payment processing permissions enabled on their account profile.

Using this Feature

Administrators can assign a permit and guide it through the checkout process in just a few steps.

1. To begin go

   Navigate to pbirch'the specific user's user profile and click on the Parking menu item.
   
   

   

   
   
   
2. The screen will refresh with

   Click the following option screen. You may purchase a Standard Permit, aoption.

   Temporary
Permit
3. or Associate an Access Card with

   Select the Userdesired lot from thisthe screen.drop-down
   In our case we will select a Standard Parking Permit.
   
   

   menu.

   
   
   
4. The screen will refresh with the lot selection tool.
   
   

   

   
   The drop down allows the admin to select various lots that are available for this user based on user type. In this scenario lots available to staff members can be selected.
   
   

   

   
   As suggested we will select the Yearly After 4PM lot. Notice the number of available spaces in each lot is displayed here as well.
   
   
5. The screen will refresh with a confirmation screen that displaysReview the purchase details.
   
   details

   

   on
   Thethe confirmation screen. By default, the system will bring upselect the next available permit in sequencethe bysequence. default,To however if there were a requirement to haveassign a specific permit issued to the user, the admin maypermit, expand the permit #number drop drop-down tomenu selectand amake specificyour permit.
   
   selection.

6. 

   
   OnceClick the permit is selected Click on Purchase this Permit tobutton.
   proceed.
   
   
7. The

   Review the items on the Payments Due screen willand refresh withclick the Payments Screen listing the permit as well as any other payment that would be due at this time. Click Proceed to Payment to continue.
   
   

   button.

   
   
   
8. The screen will refresh with

   Select the Paymentdesired Typepayment selectionmethod tool.
   
   (e.g.,

   

   Cash)
   
   Thefrom admin may select whateverthe payment type they wish to process this payment with from the drop drop-down list.
   In
   our
case
9. we will select cash as

   Click the payment type. Click Submit Payment Type to proceed.
   
   

   button.

   
   
   
10. The screen will refresh with a confirmation screen showing

    Click the payment details with totals. Click on Confirm Payment Information button to proceed.
    
    proceed

    to the transaction screen.

    
    
    
11. The screen

    Review the options available on the Transaction Details screen:

    • Process Manually: This option will refreshcomplete withthe purchase and finalize the transaction.

    • Cancel & Keep: This option will terminate the checkout process but keep the permit reserved in an awaiting payment status on the user's profile for future processing.

12. Click the TransactionProcess DetailsManually screen.button Thereto arecomplete severalthe sectionspurchase.

    on
this

screen

Key thatInformation displayDisplayed

specific

information
• about

  Lot your transaction.
  
  1- The Confirmation NumberAvailability: forWhen this transaction. 
  2- The Submit Date along withselecting a View Snapshot link which allows you to see the payment information for this purchase, however, it does not allow you to drill into the details of each transactionlot from the snapshotdrop-down (Inmenu, the examplesystem below,will Permitdisplay No.the 60).number of available spaces. It will only display thelots totalthat ofare allavailable items andto the valuespecific ofuser's eachdesignated itemuser individually.type
  
  

(e.g., Staff




3- The Payment Method which can actually be changed at this point if needed. 
4- Three options are available:
Process Manually whichlots will completeonly show for staff users).

• View Snapshot: Located next to the purchase
  CancelSubmit &Date Keep which will cancelon the transaction butscreen, keepthis thelink transactionallows detailsadministrators andto reserveview thea permitquick sosummary that you can processof the payment atinformation anotherand time.
  
  Clicktotal onvalues Processwithout Manuallydrilling to completeinto the purchase.
  
  specific item details.

  

• 
  
  

  Confirmation
  Number:
  1. TheA screenunique willalphanumeric refreshidentifier withgenerated for the transaction, visible on the final Transaction Detail screen. This informationreceipt screen canand beaccessible accessed in the future fromvia the user's history infor orderfuture toreference.
     view
  this

information.
The

Available adminAction has& Button

• Payment Notes: A dedicated text area on the optionfinal from thistransaction screen tothat performallows a refund if needed. 
  
  

  

  
  

Payment Notes

Payment Notes allow Adminsadministrators to annotate refundsthe andpurchase, otherrefunds, or payment anomalies. These notes are completely private and notare never visible to the endend-user.

user.



• Payment Method Adjustment: Before finalizing the transaction, administrators have the ability to change the selected payment method directly from the Transaction Details screen if the user changes their mind.

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Best Practices and Considerations

Managing Incomplete Transactions: If a user needs to finalize their payment at a later time, use the Cancel & Keep button. This safely holds the assigned permit under their profile without forcing you to restart the entire assignment process when they return to pay.

• Detailed Auditing: Always add clear payment notes if you alter the standard payment process, process an external offline payment, or apply a refund. This creates a reliable audit trail for your finance department.

  

• 
  Verify Permit Selection: Always double-check the assigned permit number before clicking the final process button, especially if your organization requires specific users to park in designated, numbered stalls.