This page displays the company profile and provides summaries for permissions and entitlements options.
From this page:
Work with the company profile.
Edit entitlements and permissions.
Access approval workflows. See Managing Approval Workflows.
Working with the company profile
When working with the company profile:
Edit the company profile – in the Company Profile section, click the Edit icon. See Editing Company Information.
Edit administrators – in the Administrators section, click the Edit icon to add and edit company administrators. See Editing Company Administrators.
Edit account configuration – in the Account Configuration section, click the Edit icon to search and edit accounts. See Editing Company Account Configurations.
View account groups – in the Account Groups section, click the View icon to view read-only information for your account groups. When finished viewing, click Back.
Edit BAI export settings – in BAI export settings section, click the Edit icon to edit the BAI export settings for your company. See Editing BAI Export Settings.
Manage transaction groups – add, edit, and delete transaction groups. See Adding or Editing Transaction Groups.
From this page you can edit the following:
Auto-entitlement options – See Editing Auto-Entitlement Options.
Account access – See Editing Account Access permissions.
Account group access – See Account Group Access.
Cross ACH company access – See Cross Company Access and Limits.
Per ACH company access – See Per ACH Company Access.
Cross-account feature access and limits – See Editing Feature Access and Limits (across Accounts).
Per account feature access and limits – See Editing Feature Access and Limits (per Account).
Per account group feature access and limits – See Feature and Access Limits (per Account Group).
Per location feature access and limits – See Feature and Access Limits (per Locations).
Wire template access and limits – See Working with Wire Template Access and Limits.