This guide will explain how you can manage your users who access SmartPay.
You have complete control over who in your company can access your business's financial information with SmartPay. Keep in mind that you need to be either a Company admin or the Exchange Account Owner as nominated by the Trustd Account Owner to manage users on SmartPay.
SmartPay can be used by two role types:
- Finance Director
- Finance Bookkeeper
What do the two roles mean?
The Finance Director has the highest level of access. In addition to the Finance Bookkeeper permissions, they also have the authority to manage SmartPay settings, integrations and access the Wallet.
The Finance Bookkeeper can only access SmartPay, approve invoices and set up payments.
How can I assign a SmartPay role to a user?
To add a user to SmartPay:
1. Click Settings in the top right corner of the SmartPay homepage
2. Click on Users/Drivers
3. Find the user from the list and click on the pencil icon to edit their profile
4. Scroll down and you will find the user role types under the Roles section. Simply tick the box to add access or untick the box to remove access.
5. Click Save.
If the user's access was removed and they try to access SmartPay – they will see the following message: