Bank/Admin User

These users are considered admin users that the bank employees will utilize for administration.

Note: If your bank is new to PayRecs, we will create the first partner user and provide you with a login, if you have not received this information, reach out to our support team at support@getpayrecs.com or visit support.getpayrecs.com

Create new user

Login as a Partner/Admin user, navigate to the Users tab, and select “+ New User”.

User Information

Fill in the user's correct name, email and phone number and select “Next”.

User Permissions

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.

Finalize Setup

Review the summary and click "submit" to finalize user setup.