How to assign Bill Pay permission (BETA)

This feature is only available to customers that have a US bank account. Contact your Procurify representative if you would like this feature enabled in your account.  

How to assign Bill Pay 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.
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8. Select the box beside Manage Financial Account.  
9. Select APPLY to assign the role.  

Viola, you've assigned Bill Pay permissions! 

How to create a Bill Pay 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 Pay permissions to this role, select the arrow beside Finance.
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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 located to the right of the Role name.

Viola, you've created and assigned a Bill Pay role!