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Adding a new user to a bank account

When a bank account is added, the only user that is bank authorized is the user that added the bank. To give others bank authorization to pay bills, they need to be nominated to the bank account in Once nominated, users will need to pass identity verification to become bank authorized.

The following steps walk through how to nominate a user to be bank authorized.  The user being nominated must have the proper role permissions in place prior to being nominated.

Roles with pay permissions include:

  • Payers
  • Administrators
  • Custom roles with at least the Pay approved bills via setting enabled

Nominating a user to the bank account

  1. Click the gear icon
  2. Under Your Company, click Bank Accounts
  3. Click the Bank Account Number for the account the user will be nominated for
  4. Next to Authorized Users, click Add
  5. Select the user to be nominated
  6. Click Save
    • The nominated user will receive an email requesting him or her to log on to and finish bank account setup



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