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Adding a new user to the bank account

The following steps are available for authorized users on the bank account.  The user being added must have the proper role permissions in place prior to be nominated to the bank account.

 Roles with pay permissions include:

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

Adding users to bank account

  1. In the upper right, hover over the gear icon and click Settings
  2. On the Settings page, under Your Company, click Bank Accounts
  3. Click the Bank Account Number for the account the user will be added to
  4. On the Bank Account page, in the lower right, click Add
  5. Select the user to be nominated for payments and click Save
  6. The nominated user will receive an email requesting him or her to log on to and finish bank account setup
  7. When this user logs on, he/she should click Complete setup for bank
  8. The user will then be asked a set of questions to confirm his/her identity
  9. Once finished, the user will be able to use the bank account to pay bills and/or get paid
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