How to set up Bill Pay Access & Permission?

Where to Set Up Permissions?

1. Click on Business > General Settings > Business Employees.

2. Click on 'Add' in the panel opened with the name Business Employee to add a business employee, or type the name in the search bar below if already added.

3. If you select ‘Add’, you will have to send the invitation by typing the name and email address of the employee in the window opened by clicking on ‘Add'.

4. Once the employee is added, search for the name and scroll the cursor to the right and down to see the ‘Bill Pay’ option.

5. Click on the drop-down located in front of Bill Pay.

6. The drop-down will show different permission levels. Below are the descriptions of different levels.

1	None	Users with this level cannot view, upload, verify, approve, or manage invoices.
2	Uploader	Users at this level can upload and manage invoices, send invoice-related messages, forward invoices, and delete invoices.
3	Verifier	Users at this level can verify and manage invoice data, split invoices, forward invoices, delete invoices, resolve duplicates, mark invoices as paid, edit invoices, and send messages.
4	Approver	Users at this level can verify, approve, mark invoices as paid, retract invoice approvals, split invoices, forward invoices, delete invoices, edit invoices, hold payments, cancel payments, and send messages.
5	Payer	Users at this level can verify, pay, split invoices, mark invoices as paid, cancel payments, hold payments, reschedule payments, delete payments, pay invoices by Docyt Check, pay invoices by ACH, view checks, report issues, edit invoices, and send messages.
6	Approver And Payer	Users at this level have the combined abilities of both an Approver and a Payer, allowing them to perform a wide range of tasks related to invoice management and financial control.