The purpose of this document is to illustrate the steps needed to add a user to access the creditor portal.
- Ensure creditor exists on Creditor account (Creditors Tab)
- If it doesn't exist
- Creating a new Creditor Account, creates a payee and account #.
- Set up Payee - Admin Tab - Companies
- Under Companies List - Creditors
- Search for payee - Enter Payee # in URL
- Fill out banking info and save.
- Navigate back to Creditor Tab - Check Payee link and review bank data. Activate account by checking box next payee.
- Create Company - Companies
- Add a company - Fill out Company Information - Company Type - Servicing Company, Parent Company - Creditors. Company Name - Save Company
- Set up User - Add a User
- Upon Save - New page automatically opens
- Assign User Role and enter other contact info and save User
- Navigate back to Creditors and Select User(s) - Add Creditor Portal Users