System User Guides

User Management

• User Role Matrix
• Managing Users
• Creating New Users
• Edit and Delete Users
• Force Reset Password
• Force 2FA for User Sign On

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Insights

• System Alerts
• Verification Status
• Onboarding Status
• Onboarding History
• Payment History

Onboardings

• The Payee Onboarding Process
• How to Add and Customise / Edit an Onboarding Form
• How to Invite a Payee to be Onboarded
• Onboarding Invitation Filter & Status Options
• How to Delete an Onboarding Invitation
• How to Export a Completed Onboarding Form

Payees

• How to Manage Visual Alerts
• How to Filter the List of Payees Displayed
• How to Add a New Payee
• How to Update Payee Details
• How to Bulk Update Payee Details
• How to Export a List of Payees

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Payments

• Payments Review Interface
• How to Scan a Payment File
• Types of Visual Thumb Alerts
• How to Manage Orange (Unverified) and Red (Review) Thumb Alerts
• Payment Limit, Out of Range Payment and Duplicate Payment Alerts
• How to Filter the Scanned Payment File Results