How to Check Bill Pay Access and Permissions for Users in Docyt

Step guide:

1. Login to your Docyt Account.

2. Navigate to 'Business Module'

3. Click on 'Business > General Settings > Business Employees'

4. Type the name of user in box below Business Employees section.

1. In right side scroll and search for Bill Pay.

2. Select the role by clicking on down arrow.

Accounts Payable Permission Levels:

User permission Level	Description
None	Users with this level cannot view, upload, verify, approve, or manage invoices.
Uploader	Users at this level can upload and manage invoices, send invoice-related messages, forward invoices, and delete invoices.
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.
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.
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.
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.