Single-Use Accounts Connection Online Help

Creating a New User

A Supplier Administrator can create a new user and schedule the frequency with which remittance reports will be sent to the user.

Note: All customers are assigned to all users by default. If you prefer to limit a user's scope of view, you must edit the user's profile after it has been created and adjust the assignments accordingly.

To create a new user:

1. On the User Management page, click the Create New User button.  

2. In the Contact Information area, enter the following information about the user:

• First Name

• Last Name

• Title (optional)

• Phone

• Ext. (optional)

• Mobile (optional)

• Email. The user's email address will serve as their User ID for logging in to the application.

• Confirm Email. This address must exactly match the address you entered in the Email field.

3. In the Preferences area, specify how frequently the user will receive remittance reports. From the drop-down list, select Daily, Weekly, or Monthly. If you do not select a frequency, the default is None (the user will not receive any reports).

4. In the Account Information area, select one of the following roles for the user:

• Payment Processor — Users with this role can view and export payments within their scope of view (as assigned by a Supplier Administrator) and update their own user profiles.

• Supplier Administrator — Users with this role can update the company profile, create and edit user profiles, and view and export payments within their scope of view.

5. Click the Create New User button. The new user is added to the list displayed on the User Management page.