ePayPolicy

How to add and set permissions for users in ePayPolicy - ePayPolicy

The article details how to add users and assign specific permissions—such as managing accounts, co-signing payables, voiding transactions, and accessing features like CheckMate and Payables Connect—within the ePayPolicy Dashboard by logging in, navigating to the Accounts and Users tabs, entering the user's email, adding them, and editing their permissions accordingly.

This article provides step-by-step instructions for adding users and setting user permissions in the ePayPolicy Dashboard.

Steps to Add and Set Permissions for Users

  1. 1.

    Login to the ePayPolicy Dashboard
    Go to https://app.epaypolicy.com/.

  2. 2.

    Navigate to the Accounts Tab
    Click the Accounts tab in the left navigation menu.

  3. 3.

    Select the Users Tab
    Click the Users tab on the right navigation menu.

    Note: If you have access to more than one ePayPolicy account, after clicking the Accounts tab, you will see a list of all accounts you can access. Click on the account name you want to add a user to.

  4. 4.

    Enter the Email Address
    Type an email address into the text field on the right.

    Note: You must have the “Manage the Account and User” permission to add users to your account. If you don't have this permission, consult your account administrator or contact support at support@epaypolicy.com.

  5. 5.

    Add the User
    Click Add User. The newly added user will appear in the list of users with no permissions set. The user will receive an email with instructions to set up a password and log in to the ePayPolicy Dashboard.

  6. 6.

    Edit User Permissions
    Click Edit next to the user to adjust permissions. A pop-up window will appear. You can enable a permission by clicking No (which will slide the selection to Yes).

User Permissions and Notifications Reference

Permissions:

  1. 1.Manage the Account and User: Enables a user to add, edit, and remove users.
  2. 2.Co-Sign Payables: Enables a user to act as a required co-signer for authorizing outgoing payables. The user will receive email and dashboard notifications when a co-signer is required.
  3. 3.Void and Refund Transactions: Enables a user to void or refund any transaction.
  4. 4.Can use CheckMate: Enables a user to access the CheckMate feature within the Dashboard.
  5. 5.Can use Payables Connect: Enables a user to access the Payables Connect feature within the Dashboard.

Notifications:

  1. 1.Payments: The user receives an email notification each time a payment is received. Each user can edit this permission for their own account.
  2. 2.Payables: The user receives an email notification each time a payable is completed. Each user can edit this permission for their own account.
  3. 3.Batches: The user receives an email notification each time a batch is received. Each user can edit this permission for their own account.
  4. 4.Voids, Refunds, ACH Returns, and Chargebacks: The user receives an email notification each time a void, refund, ACH return, or chargeback occurs. Each user can edit this permission for their own account.
  5. 5.Monthly Statements: The user receives an email notification each time a monthly statement is available. Each user can edit this permission for their own account.
  6. 6.Integration Errors: The user receives an email each time an integration error occurs. This setting is only visible on accounts with an integrated payment page. Each user can edit this permission for their own account.

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