How Payer can Authorise Address

How Payer can Authorise Address

Overview

Assigning signatory rights allows a user to make and approve payments as an authorized payer. This is managed through employee permissions in Docyt by updating Bill Pay and Vendor permission roles.

Step-by-Step Instructions

Step 1: Log in to your Docyt account.

Step 2: Navigate to Business Employees

1. Go to Business.

2. Click Setup.

3. Select Business Employees.

Step 3: Search for the Employee

• Use the search bar in the header to find the employee by name.

Step 4: Open Permissions

• Move your cursor to the right side of the employee row.

• Scroll to the Permissions section.

Step 5: Assign Bill Pay Role

1. Go to Bill Pay permissions.

2. Assign one of the following roles:

   • Payer, or

   • Payer and Approver

   

Step 6: Assign Vendor Permission Role

1. Navigate to Vendor Permissions.

2. Select the role as Super Admin.

Step 7: Save Changes

• Ensure the roles are applied and saved.

Note:Once these permissions are assigned, the selected employee will have signatory rights and can act as an authorized payer while making payments.