Administration
Customize banking preferences to match the individual needs of everyone on your team. Use a sophisticated dashboard to allow specific functions, cap spending limits, create new admins and more. Tracking money, and those who use it, can now be done with ease.
Key features & what’s new in Administration
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Control user hours and locations for improved fraud prevention
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Create new admins without contacting the bank
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Additional user role settings for Enterprise clients
Common Administration (Admin) questions
How do I add a new user or company administrator (admin)?
Only company admins can add new users and additional administrators to your account.
New! Administrators now can add new administrators for their company without contacting the bank.What is a user role?
A user role defines the accounts, transaction types and features that are available for any user assigned to that role. It is a preset permission group that makes it easier for admins to manage user entitlements. By creating a user role with defined permissions and settings, admins can then assign those roles to multiple users.
For example, you might create a user role for Accounts Payable users, Accounts Receivable users, or View-Only users. Editing a user role updates that setting across all users assigned to that role.
Note: For Enterprise tiers only. Essentials clients will still manage user permissions on an individual basis.What does Company Policy allow me to do as an admin?
Company Policy defines the accounts, transaction types and features that are available for all users across your company’s account. Admins can manage permissions and settings based on approval type, amount, approvers, specific accounts and subsidiaries, location, hours and transaction types. Note: This is only available for clients with a large number of accounts in the Enterprise tier.
When can dual-action be enabled?
Dual-action settings can be enabled for both transactional (ACH/wires) and non-transactional (adding new users) actions. You can choose which actions to enable dual control for at the company level. Note: For Enterprise tiers only.
Can a user opt out of dual control if their company requires dual control?
No. Users cannot set their own dual-action (dual control) settings. Dual action will be enabled or disabled at the company level only. Note: For Enterprise tiers only.
Is dual action the same as dual control?
Yes. Dual action = dual control, meaning one user initiates, and a different user approves. You can opt out of dual control at the company level to allow the same user to both initiate and approve their transactional and/or non-transactional actions. Note: For Enterprise tiers only.
Tutorials & guides
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Creating a New User Role
Read moreFollow these instructions to create a new user role.