Adding a Creditor Portal User

This article provides the steps needed to add a user to access the creditor portal.

1. Ensure the creditor exists on the Creditor account. Go to the Creditors Tab and enter a name in the Search field at the top left of the page (see the left side of the image below).
2. If the particular creditor does not exist, click the "Add Creditor" button at the top of the page next to the search field (see the highlighted button in the image shown above). 
3. The Add Creditor page will now open (see the image below).
   
4. Complete all the fields shown above, and then click "Add Creditor" found at the bottom right of the page. Be sure to complete the "Creditor Name" and "Creditor Type" fields as they are required.
   
   NOTE: Creating a new Creditor Account creates a payee and account #.
   
   
5. The next step is to set up the Payee. This is done by clicking the Admin Tab, and then clicking "Companies" from the Navigation Bar.
    
6. If you found your company in the table, select that company by clicking the green arrow found to the right of the company's row (see the right side of the image below). 
7. From the "Companies" page, if you can not find your payee company, via the Search field at the top of this page, then click "Add Company" (as shown below at the top of the page).
   
8. Complete the fields on the Add/Edit Company page, and then click "Save Company" found at the top left of the page in the Navigation Bar (see image below).
   
9. Go to the Search Bar at top left of the page and search for the company you just added. Select the company.
   
10. Now click on "Payees" found in the Navigation Bar and highlighted below in red.
    
11. The following payee page will then appear.
12. Select an existing payee from the "Existing Payees" table by clicking on the document icon at the far right side of the page, next to the preferred payee (see image above).
13. Fill out the banking information and then click the "Save" button in the lower left hand corner of the "Add/Edit Payee" section of the page (see below).
    
14. Navigate back to Creditor Tab - Check the Payee link and review the bank data.  Activate the account by checking the box next to the payee. 
15. Go back to the Admin tab and select "Companies" from the Navigation Bar.
    
16. Follow the steps listed to add a company in the Help Center article titled, How to Create a Company.
    
    
17. After setting up a company, return to the Admin Tab. To set up the User - click "Add User" from the Navigation Bar.
    
18. Select the User Type (Standard or Service), and add the username, add and confirm a password, and then select the company the user if affiliated with. Click the "Save User" button (see below).
    
19. After clicking the Save User button, a new "Edit User" page automatically opens.
    
20. Assign the "User Role" from the dropdown menu highlighted in the image above.
21. Under the "Contact Information" section, provide the contact's First Name, Last Name, Company and Email address.
22. Click "Save User" found in the Navigation Bar.

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