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Admin

The "Admin" section, located in the upper right navigation, is the primary location for rights and permissions information.

Each business will have a Company System Administrator (CSA) designated on their accounts. This CSA can grant online access to other users for their business accounts. The CSA controls (in the Admin section) which accounts each additional user will see and how much access they will have in those accounts. Other features available in the Admin section:

  • Change Account Preferences - nickname accounts, hide accounts from appearing online and choose a default account.
  • Change Company Preferences - update the address and/or phone numbers for all of the business accounts.
  • Change Password
  • Banks - add banks to be used for submitting payments.
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