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Automatically nominate administrator users to a verified bank account

A bank authorized user is able to nominate all current and new administrator users to a verified bank account. 


  1. Hover over the gear icon, click Settings
  2. Under Your Company, click Bank account
  3. Click the bank account number 
  4. Click Edit
  5. Check the box Automatically nominate admins
  6. Click Save


Things to know

  • Nominated users will need to verify their identities in order to pay bills, they will see an action item on their to do list for Complete set up for bank 
  • With this setting on, if a new administrator user is added to the account, they will automatically be nominated to the bank account
  • Users with roles other than administrator, that have pay permissions, can still be nominated individually