Administrators can control who has access to the system and also how much access they have. Please ensure you have at least one, preferably two administrators allocated to your company, in case someone is absent from work.

If you’re an administrator, give access to users on a ‘need to know’ basis only. For example, if your Payroll Administrator does not deal with supplier payments, consider segregation of duty.

It is good practice to regularly review users’ access in the system and when users leave the company, make sure you delete them – they will remain visible but show as deleted in the user section. If you’d like a user to be permanently removed then please contact the Support Team.

Accessing the settings menu

The settings menu ('cog' icon) at the top right hand corner of the screen is where an administrator can access and complete admin tasks.

Administrator tasks

There are a number of tasks that can only be performed by an administrator. These are:

Setting up user roles, see the section Setting Up Roles.
Setting up users, see the section User Management.
Setting up a user to use MFA (Multi-Factor Authentication), see the section MFA.
Managing payment profiles, see the section Payment Profiles.
Managing collection profiles, see the section Collection Profiles.
Setting up approvals, see the section Setting Up Approvals.
Setting up permissions and risk management for the Protect module, see the section Protect.