Select the desired permissions for the user and select “Next”.

Definitions of permissions:

View Partner Users - The user can view other bank staff users.

Manage Partner Users - The user can add and edit other bank staff users.

View Sub-Users - The user can view sub-end user accounts associated with customer companies

Manage Sub-User - The user can view AND edit users associated with customer companies (limits, permissions)

View Sub-Companies - The user can view the list of customer companies

Manage Sub-Companies - The user can edit customer companies' permissions and limits

Read-only Login to Sub-User Account - The user can “impersonate” sub-user access, but cannot create payments, recipients, or approve recipients/payments

Login to Sub-User Account - The user can fully "impersonate" sub-user's access to create payments, recipients, approve payments, etc.

Approve Sub-Companies - When a new sub-company is onboarded and requires approval, this administrative user can approve a launch of the sub-company

Manage Self-Approval Permissions - Allows the user to enable self approving permissions for their customer's users.

View End-User Corporate Payments - The user can view end-user corporate payments in the Payments Hub

Approve End-User Corporate Payments - The user can approve end-user corporate payments in the Payments Hub

View End-User Consumer Payments - The user can view end-user consumer payments in the Payments Hub

Approve End-User Consumer Payments - The user can approve end-user consumer payments in the Payments Hub

View Back Office Consumer Payments - The user can view back office consumer payments in the Payments Hub

Create Back Office Consumer Payments - The user can create back office consumer payments in the Payments Hub

Approve Back Office Consumer Payments - The user can approve back office consumer payments in the Payments Hub

Approve High Value Back Office Consumer Payments - The user can approve high value consumer payments in the Payments Hub

View Back Office Corporate Payments - The user can view back office corporate payments in the Payments Hub

Create Back Office Corporate Payments - The user can create back office corporate payments in the Payments Hub

Approve Back Office Corporate Payments - The user can approve back office corporate payments in the Payments Hub

Approve High Value Back Office Corporate Payments - The user can approve high value corporate payments in the Payments Hub

View Recipient Audit Log - The user can view the audit logs for all recipients

View Recipient Data/Reports - The user can view recipient data in the Data tab

View Customer Payments - Enables the "Payments Hub" menu and provides visibility on payments made by all customers that are onboarded to PayRecs.

View Back Office Payments - Enables the "Payments Hub" menu and provides visibility on payments made by the back office.

Create Back Office Payments - Allows the user to create back office payments on behalf of a customer.

Approve Back Office Payments - Allows the user to approve back office payments created by another bank admin user.

Bank/Admin User