This feature is available to administrators only. You will only see the Administration menu item if you have been designated as an administrator on your contract.
Before you begin:
- Accounts must already be added to the contract before they can be assigned to a permission group.
- Have your organization's access structure in mind. Know which users need access to which accounts and transactions.
Here's how to create a permission group:
- Select Administration from the main menu.
- Select the View Details arrow to expand your contract details.
- Select Create new group.
- From the Accounts list, select the accounts that will be part of this group.
- From the Transactions list, select which transactions are permitted to use those accounts.
- From the Permissions list, select the level of permission users in this group will have.
- Review your selections and select Save. The permission group is now active.
Editing existing groups
To edit an existing group, select the pencil icon next to the group name. Permission groups can be added, updated, or removed at any time.
More account management
Adding limits (Commercial)
Cap dollar values or transaction counts per permission group. Get step-by-step instructions to add a limit and manage spending thresholds across your contract.
Adding accounts (Commercial)
Your contract starts with the accounts you choose to include. Get step-by-step instructions to add accounts and set the ones you use most as main accounts.
Approval workflow (Commercial)
See how the system evaluates a transaction from sign-in through final approval. Get step-by-step explanations and learn how to assign sign types to your users.
We're here for you every step of the way.
Check out our support centre for step-by-step instructions on new and returning features.
- Schedule a call
Send us an email
Email us and we’ll respond within one business day.
Phone:
Give us a call at 1.877.378.8728 to speak with someone right away.