Goal:
- The following article is about assigning bill payment permissions to users within Procurify.
This feature is only available to customers that have a US bank account.
How to assign bill payment permissions:
- Select Settings on the left-hand navigation bar
- Select Manage Users
- Locate the user in question, and click their name
- Select the Roles & Permissions tab at the top of the screen
- Select Edit Permissions
- A pop-up window will appear. Select the Settings tab.
- Select the arrow beside Finance.
- Select the box beside Manage Financial Account.
- Select Apply to assign the role.
Viola, you've assigned bill payment permissions!
How to create a bill payment Role:
- Select Settings on the left-hand navigation bar
- Select Manage Roles & Permissions
- Select the orange New Role button located at the top right-hand side of the screen
- Type a name in the ROLE NAME Field
- To assign bill payment permissions to this role, select the arrow beside Finance.
- Select the box beside Manage Financial Account.
- Add any other additional permissions
- Once the role is created, select Add Role to create the role.
- 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!