Add users in SmartPay

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Overview

Admin users have the ability to add additional users in SmartPay.


Who uses this feature

  • Accountants and office employees

  • Applies to all business types

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

  • Permissions for Payments are required to use this feature. Please contact the account administrator on your team.

Add a user

To add users in SmartPay, complete the following:

  1. Use the Admin dropdown to select Users

  2. Click Add User.

  3. Select the desired business users.

  4. Enter user settings and select privileges for the user. 

  5. Use the dropdown for each user role to select the location and roles for the user.         

    Note: Each role will appear, based on the privilege(s) selected.

  6. When you are finished selecting the user roles, click Add.

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