How to assign bill payments permissions (Beta)

This feature is only available to customers that have a US bank account.

How to assign bill payment permissions:

1. Select Settings on the left-hand navigation bar 
2. Select Manage Users 
3. Locate the user in question, and click their name
4. Select the Roles & Permissions tab at the top of the screen
5. Select Edit Permissions  
6. A pop-up window will appear. Select the Settings tab.
7. Select the arrow beside Finance.

   

8. Select the box beside Manage Financial Account.  
9. Select Apply to assign the role.  

Viola, you've assigned bill payment permissions! 

How to create a bill payment Role: 

1. Select Settings on the left-hand navigation bar 
2. Select Manage Roles & Permissions 
3. Select the orange New Role button located at the top right-hand side of the screen 
4. Type a name in the ROLE NAME Field 
5. To assign bill payment permissions to this role, select the arrow beside Finance.

   

6. Select the box beside Manage Financial Account.  
7. Add any other additional permissions
8. Once the role is created, select Add Role to create the role. 
9. To assign a user to this role, locate the newly created role and select the ASSIGNED USERS button to the right of the Role name.

Viola, you've created and assigned a bill payment role!