New feature ALERT!
You can now add multiple users to your B2Bpay account
It usually takes more than one person to run a successful business. So it makes sense that we have received many requests for multiple users to be associated with one businesses profile. We have taken that feedback on board and have just launched a new feature that allows businesses to add multiple users to their account, each with different access levels as selected by the account owner.
Types of Users
How to add a new User
- Login to your Customers – Payables B2Bpay account.
- Click on the ‘Profile and Users‘ tab on the left hand side.
- Click on the ‘User’ tab.
- Click on ‘Add User’.
- Enter the users email. address, first name, last name and Role (see above for different types of users)
– Newly added Users will receive a Welcome Email to set up their own password.
– New users will be able to login to your account with access rights according to their Role.
If you have a B2Bpay account, you don’t need to do anything. Continue to use your current login details, you are automatically the ‘Owner’ of the Account. If you want to add Users to your account, simply follow the steps outlined above.
Yes, absolutely. Accountants or Bookkeepers can get access to a number of client profiles to assist you with paying your invoices. Your accountant or bookkeeper will be able to toggle between accounts by clicking on their name on the top right hand corner of the portal. This will provide a drop down for them to select the profile they wish to open. Profiles will be displayed as the business or trading name. If you want to add your Accountant or Bookkeeper, simply add a new user to your account with their details. If they already have access to other accounts in B2Bpay, you can skip sending them a Welcome email (as they won’t need to set up a new password). Next time they log in, your B2Bpay account will display as a profile.
You will receive an email asking you to log in and approve the payments. Simply log in and check the box next to the payments you wish to approve, and then click the ‘Approve’ button. If you want to reject payments, simply click on the box next to payments you wish to reject, and click on the Reject button.
Want to know more?
We can take you through an interactive demo of how B2Bpay works, including all of the features.