Payment Assistant Roles and Permissions

For Payment Assistant, you will create roles based on a user's ability to manage:

  • Create links to bank accounts

  • View, manage, and approve payment runs

  • Configure Payment Assistant, including approval notifications, vendor EFT data sharing, and setup

Tip: By default, solution admins have permission to set up Payment Assistant. If you want someone else to have permission, solution admins can create a Payment Assistant role and assign it the Payment Assistant setup permission.

Once your roles are set up how you need them, you then assign the roles to users.

Set up Payment Assistant roles

Control panel > Security > Security roles

Before you set up the new roles, it may help you to review the available tasks and determine how many roles you want and who can view versus who can perform tasks in Payment Assistant. Among the important things to consider, is who can approve payment runs. All payment runs have to be approved before a vendor can be paid.

Create Payment Assistant role screen.

These are the currently available tasks you can assign to a role.

  1. Navigate to Control panel, Security, and select Security roles.

  2. Under Payment Assistant roles, select New.

  3. Enter a name for the role and a description. Then, select the tasks you want the role to perform. Each user can only be assigned one role for Payment Assistant, so be sure to select all the tasks you need them to do in that role.

  4. Select Save.

  5. Repeat for the additional roles you need set up.

Assign Payment Assistant roles to users

Control panel > Security > User management

Once the roles are set up, you are ready to assign them to users.

  1. Navigate to Control panel, Security, and select User management.

  2. Search for the user and select the context menu next to the user's name.

  3. Select Manage roles.

  4. If the user is going to need all tasks for Payment Assistant, select Make solution admin. You don't need to select any other Payment roles for the user as they will automatically have full access to all the roles.

    For users who will perform specific tasks in Payment Assistant, find Payment Assistant and select a role for the user.

    Select a Payment Assistant role to assign to the user.

    When you assign the user a role, the role description appears and the Payment Assistant security role automatically selects.

  5. Select Save.